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Charitable Giving and the Charitable Deduction Webinar Series

Presenter: Russell A Willis III, J.D., LL.M.

Seminar Date:

Seminar Location: Online

This seminar is closed or full.

Agenda:

Basic Concepts of Charitable Giving
Monday December 4, 2017 | 11:00 am - 12:40 pm CST

   The income tax charitable deduction
   What is a “charitable gift?”
   The itemized deduction


The Bargain Sale, the Gift Annuity and Partial Interests Not in Trust
Monday December 4, 2017 | 1:00 - 2:40 pm CST

   The basic concept
   Appreciated property
   Debt-encumbered property
   The gift annuity
   Partial interests not in trust


Split-Interest Gifts, Part One
Monday December 11, 2017 | 11:00 am - 12:40 pm CST

   The charitable remainder trust
   Valuation of remainder interest
   Reviewing law and cases on charitable remainder trusts
   Requirements and restrictions


Split-Interest Gifts, Part Two
Monday December 11, 2017 | 1:00 pm - 2:40 pm CST

   The charitable remainder annuity trust
   The charitable remainder unitrust
   Third-party beneficiary


Split-Interest Gifts, Part Three
Monday December 18, 2017 | 11:00 am - 12:40 pm CST

   The pooled income fund
   The charitable lead trust


The Ethics of Charitable Giving
Monday December 18, 2017 | 1:00 - 2:40 pm CST

   The role of the advisor
   Conflicts of interest
   Confidentiality
   Unauthorized practice of law
   Compensation arrangements




Webinar Instructions

Each webinar session earns continuing education credit and can be registered for individually. All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.


Certificates of completion will be provided for each webinar attended and will be sent via email in PDF form about five business days after the date of the conclusion of the series.


Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.


GoToWebinar system requirements:

Operating System:
Windows 7, Windows 8 or Windows 10 Mac OSX 10.9 (Mavericks) - 10.12 (Sierra)

Web Browser:
Chrome v34+, Firefox v34+, Internet Explorer 8+, Microsoft Edge v12+, Safari v6+

Internet connection:                   Hardware:
Minimum of 1Mbps                       2GB RAM or more

Credit Information:

Who Should Attend

  • Accountants/CPAs
  • Certified Financial Planners
  • Enrolled Agents

Accountants:
     12.0 CPE Credits (2.0 Regulatory Ethics)

Certified Financial Planners:
     10.0 CE Credits

IRS Enrolled Agents/Other Tax Return Preparers:
     12.0 Credit Hours (2.0 Ethics)



Continuing Education Credit Information

HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. Complaints can also be directed to Doug Chapman at doug@halfmoonseminars.org. Sponsor No. 103015. Each webinar offers 2.0 CPE hours for a total of 12 CPE hours for certified public accountants. Please review each webinar for level of instruction and knowledge area. A basic level of knowledge of charitable giving and taxes is recommended, and no advance preparation is required. HalfMoon Education is registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of any CPE program.

This webinar series qualifies for 12.0 hours of continuing education credit, including 2.0 ethics credit hours, for enrolled agents and other tax return preparers under Treasury Department Circular #230 Section 10.6(g). Completion of each webinar earns 2.0 credit hours.

HalfMoon Education Inc. is a CFP Board-Registered continuing education sponsor. The Certified Financial Planner Board of Standards, Inc. has granted 2.0 hours of continuing education credit for the completion of each webinar for a total of 10 continuing education hours. Please note: The Ethics of Charitable Giving webinar is not eligible for CFP ethics or general continuing education credit.

Speakers:

Russell A Willis III, J.D., LL.M.

Russell A. Willis, III, J.D., L.L.M., is a freelance writer and charitable gift planning consultant. For ten years, he wrote for a subscription website that provides daily coverage and in-depth analysis of developments in tax law affecting charitable gift planning. A practicing lawyer in St. Louis, Missouri for more than 20 years, Mr. Willis chaired the Steering Committee of the Probate and Trust Law Section off the local bar association and served for years on a legislative drafting subcommittee of the Probate and Trust Law Committee of the State Bar. As an adjunct member of the faculty at the St. Louis University School of Law, he taught courses in future interests and tax-driven estate planning. Mr. Willis has written numerous articles for law journals and publications serving the charitable planned giving profession, and he has been a frequent speaker at seminars for lawyers and for charitable gift planners. Mr. Willis has a law degree from St. Louis University and a master’s degree in Taxation law from Washington University in St Louis. His undergraduate degree in English Literature is from Indiana University, Bloomington, and he has a master’s degree in English from the University of Chicago.

Tuition Costs:

Standard Tuition: $450.00
Online Tuition (pre-registration): $400.00

Each registration includes one copy of a manual prepared by the seminar speakers.