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Charitable Giving, Structuring New Entities - Donations, Deductions, Limitations, etc.
Not-for-Profit
Conference

Charitable Giving, Structuring New Entities - Donations, Deductions, Limitations, etc.

Learn about different charitable giving vehicles, including the use of program-related investments.

$150 - $150
Do you have an AICPA membership? Log in to apply your member discount.

Date

Jun 02, 2022

Location

Live Online

NASBA Field of Study

Taxes

CPE Credits

2

Product Number

NOT22106ON

 View  
 Business & partner 
Conference Details

Charitable giving is a dynamic topic that impacts donors and nonprofit organizations alike. Everyone can benefit by creating charitable giving plans and finding ways to maximize the tax benefits. In this workshop, learn about different charitable giving vehicles, including the use of program-related investments by private foundations, private operating foundations, donor-advised funds, and others, and the benefits and drawbacks of each. We will discuss nonprofit organizational structures and charitable giving trusts, and the types of assets that can (but sometimes shouldn't) be contributed to each.

Learning Objectives:

  • Analyze the benefits and drawbacks of charitable giving vehicles, including charities, foundations, and charitable trusts
  • Assess alternatives to setting up your nonprofit organization such as donor advised funds and community foundations
  • Determine charitable giving thresholds and limitations for cash as well as various types of assets

Presenters:

Ofer Lion, Co-Chair of ABA Section of Taxation, Subcommittee on UBIT, Partner, Seyfarth Shaw LLP
Chérie Williams, CPA, Tax Manager, Moss Adams


View the complete list of Pre-Conference Workshops available for the 2022 AICPA & CIMA Not-for-Profit Industry Conference.

Credit Info
CPE Credits
Online - 2pm–3:40pm ET
2
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Basic understanding of not-for-profit structures.
For more information, please refer to CPE requirements and NASBA sponsorship information
Attendance options
Online
Jun 02, 2022
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$150.00
AICPA Members
Online
$150.00

Looking for group pricing?

We can help with group discounts. Call us at 1-800-634-6780 (option 2) or email us at groupconference@aicpa-cima.com

Contact us
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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System Requirements
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Cancellation Policy
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Charitable Giving, Structuring New Entities - Donations, Deductions, Limitations, etc.
Jun 02, 2022
Select from the following options:
Live Online - 2pm–3:40pm ET
$150.00
Nonmember Price
$150.00
Price excluding sales tax
$150.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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