Revising and Expanding Charitable Planning Techniques (MLT818C)


  Pre Recorded Webinar
  120 minutes

Learn the Financial Planning Tips, Tricks and Techniques to Deliver Impactful Results for Your Clients

Low interest rates and high taxes have historically generated an increased interest in charitable planning. Taxpayers today are searching for new ways to maximize their deductions while achieving their philanthropic goals. In the present financial and tax environment, more and more people are incorporating charitable giving in their financial planning. But like most financial matters, charitable giving in financial and estate planning can be complex.

Attend this webinar by expert speaker Arthur Joseph Werner, JD, MS (Taxation), and understand the nuts and bolts of charitable giving, including advanced planning strategies that you can incorporate in your financial and estate planning – and benefit from.

Giving money by check or cash is one of the most common ways to donate, but there are other ways as well. Werner will teach you how to revise and expand your techniques to help each client make the most of their charitable giving. He will teach you how to pass on value while doing good – such as through the smart use life insurance, charitable remainder trusts (CRATS and CRUTS), and charitable lead trusts. He will educate you on issues you should know about – such as how to conduct present value analysis – and show you how you can use life insurance trusts to maximize your benefits.

After attending this webinar, you will not only understand and be familiar with the concepts of charitable giving, but also be in a better position to deliver more impactful results for your clients. Plus, you will be able to deepen existing client relationships, and establish new ones.

If you provide any type of financial planning services to your clients, you will not want to miss this session. Werner is one of the most qualified experts to provide you with ideas on how to profitably support your clients’ philanthropic goals. He has been rated as having the highest speaker knowledge in his home state of Pennsylvania, and has received several awards as well.

Session Highlights

NASBA & IRS Category of Study: Taxes

Level: Basic

Who Should Attend


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Faculty

Arthur Joseph Werner, JD, MS (Taxation), received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. His lecture topic specialties extensively include the areas of Estate Planning, Financial Planning, and Estate and Gift Taxa... More info

 


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