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iCLAT Essentials for Professional Advisors
This live webinar is specifically intended for professional advisors with clients (or prospective clients) who make recurring annual gifts to one of more charitable organizations, including to a donor advised fund, private foundation and/or their respective place of worship. This live webinar explains the essential elements of an iCLAT, with an emphasis on how an iCLAT's very large IMMEDIATE charitable deduction can be strategically used to offset income taxes from common ordinary income events. Namely, ordinary income taxes incurred from large distributions from IRAs, 401k plans and other qualified retirement plans, ROTH Conversions, large bonuses, stock options, large commissions/contingency fees. Webinar attendees will learn how to quickly recognize ideal factual scenarios to discuss an iCLAT with clients. Webinar also covers multiple examples based on actual iCLAT cases.

Jul 14, 2021 12:00 PM in Eastern Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Brad Gornto.