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iCLAT Essentials --- Professional Advisors
This live webinar is specifically intended for financial planners, CPAs, attorneys, and other professional advisors with clients who regularly give to various charitable organizations, including donor advised funds, private foundations, and/or respective places of worship. This live webinar will explain the essential elements of an iCLAT, with an emphasis on how the iCLAT's very large IMMEDIATE charitable deduction can be strategically used to offset income taxes from common "ordinary income" events. For example, large distributions from IRAs, 401k plans and other qualified retirement plans, ROTH IRA Conversions, large bonuses, stock options, large commissions/contingency fees, etc. Webinar attendees will learn how to quickly recognize ideal factual scenarios to discuss an iCLAT with clients. The webinar will also cover multiple examples based on actual iCLAT cases.

Apr 2, 2021 12:00 PM in Eastern Time (US and Canada)

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