The Law and Taxation of Charitable Gift Planning

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A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

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    • Apr 6, 2017 LATEST EPISODE
    • infrequent NEW EPISODES
    • 12m AVG DURATION
    • 65 EPISODES


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    Latest episodes from The Law and Taxation of Charitable Gift Planning

    Life Insurance in Charitable Planning (Part 4) - Creating New Policies for Charity

    Play Episode Listen Later Apr 6, 2017 20:37


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Take the test now to earn CFRE credits - https://goo.gl/iciBqp

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    Life Insurance in Charitable Planning (Part 3) - Giving Existing Policies

    Play Episode Listen Later Apr 6, 2017 20:37


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    giving planning policies existing life insurance charitable
    Life Insurance in Charitable Planning (Part 2) - The ILIT

    Play Episode Listen Later Apr 6, 2017 14:22


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    planning life insurance charitable ilit
    Life Insurance in Charitable Planning (Part 1) - Wealth Replacement

    Play Episode Listen Later Apr 6, 2017 23:50


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

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    Donating Retirement Assets (Part 3) - Roth Conversions & Charity

    Play Episode Listen Later Apr 6, 2017 8:22


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    retirement assets donating roth conversions
    Donating Retirement Assets (Part 2) - Giving at Death

    Play Episode Listen Later Apr 6, 2017 12:56


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    death giving retirement assets donating
    Donating Retirement Assets (Part 1) - Giving During Life

    Play Episode Listen Later Apr 6, 2017 13:09


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    giving retirement assets donating
    Charitable Lead Trusts (Part 4) - Income Tax Planning

    Play Episode Listen Later Apr 6, 2017 18:18


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    trusts charitable income taxes income tax planning
    Charitable Lead Trusts (Part 3) - Special Trust Types

    Play Episode Listen Later Apr 6, 2017 16:44


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    types trusts charitable
    Charitable Lead Trusts (Part 2) - Estate Tax Calculations

    Play Episode Listen Later Apr 6, 2017 14:44


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    trusts charitable calculations estate tax
    Charitable Lead Trusts (Part 1) - Introduction

    Play Episode Listen Later Apr 6, 2017 18:23


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    trusts charitable
    Charitable Remainder Trusts (Part 6) - Solutions & Problems

    Play Episode Listen Later Apr 6, 2017 13:05


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    charitable remainder trusts
    Charitable Remainder Trusts (Part 5) - Special Trust Types

    Play Episode Listen Later Apr 6, 2017 14:35


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    types charitable remainder trusts
    Charitable Remainder Trusts (Part 4) - Taxing Distributions

    Play Episode Listen Later Apr 6, 2017 9:36


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    taxing distributions charitable remainder trusts
    Charitable Remainder Trusts (Part 3) - Calculating Deductions

    Play Episode Listen Later Apr 6, 2017 27:14


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    calculating deductions charitable remainder trusts
    Charitable Remainder Trusts (Part 2) - Tax Benefits

    Play Episode Listen Later Apr 6, 2017 17:30


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    tax benefits charitable remainder trusts
    Charitable Remainder Trusts (Part 1) - Introduction

    Play Episode Listen Later Apr 6, 2017 16:20


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    charitable remainder trusts
    Private Foundations (Part 7) - Donor Advised Funds

    Play Episode Listen Later Apr 6, 2017 7:55


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    private donor advised funds foundations part
    Private Foundations (Part 6) - Investments

    Play Episode Listen Later Apr 6, 2017 13:55


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    private investments foundations part
    Private Foundations (Part 5) - Distributing Income

    Play Episode Listen Later Apr 6, 2017 10:13


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    private income distributing foundations part
    Private Foundations (Part 4) - Insider Benefits

    Play Episode Listen Later Apr 6, 2017 17:22


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    benefits private insider foundations part
    Private Foundations (Part 3) - Tax Rules

    Play Episode Listen Later Apr 6, 2017 4:25


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    private foundations part tax rules
    Private Foundations (Part 2) - Private Foundations vs. Public Charities

    Play Episode Listen Later Apr 6, 2017 11:22


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    public private charities foundations part
    Private Foundations (Part 1) - What are PFs and DAFs

    Play Episode Listen Later Apr 6, 2017 15:42


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    private foundations part dafs
    Retained Life Estates (Part 5) - Rules After the Gift is Made

    Play Episode Listen Later Apr 6, 2017 9:29


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    estates retained
    Retained Life Estates (Part 4) - Calculating the Deduction for a Home

    Play Episode Listen Later Apr 6, 2017 11:58


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    calculating estates deduction retained
    Retained Life Estates (Part 3) - Advanced Planning Strategies

    Play Episode Listen Later Apr 6, 2017 10:42


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

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    Retained Life Estates (Part 2) - Calculating the Deduction for Farmland

    Play Episode Listen Later Apr 6, 2017 8:33


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

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    Retained Life Estates (Part 1) - Introduction

    Play Episode Listen Later Apr 6, 2017 13:11


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    estates retained
    Partial Interest Gifts (Part 3) - Owning Only a Partial Interest

    Play Episode Listen Later Apr 6, 2017 9:37


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    owning partial gifts part
    Partial Interest Gifts (Part 2) - The Undivided Share

    Play Episode Listen Later Apr 6, 2017 14:39


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    partial gifts part undivided
    Partial Interest Gifts (Part 1) - Rule Against Partial Interest Gifts

    Play Episode Listen Later Apr 6, 2017 13:41


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    partial gifts part
    Taxation of Charitable Gift Annuities (Part 4) - Gift Taxes and Special Assets

    Play Episode Listen Later Apr 6, 2017 11:48


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

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    Taxation of Charitable Gift Annuities (Part 3) - Taxes on Payments with Capital Gains

    Play Episode Listen Later Apr 6, 2017 19:07


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    taxes payments taxation annuity capital gains charitable gift annuities
    Taxation of Charitable Gift Annuities (Part 2) - Taxes on Payments

    Play Episode Listen Later Apr 6, 2017 14:36


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    taxes payments taxation annuity charitable gift annuities
    Taxation of Charitable Gift Annuities (Part 1) - Calculating the Deduction

    Play Episode Listen Later Apr 6, 2017 18:13


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    taxation calculating annuity deduction charitable gift annuities
    Charitable Gift Annuities (Part 5) - Risks for Charities

    Play Episode Listen Later Apr 6, 2017 17:11


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    risks charities annuity charitable gift annuities
    Charitable Gift Annuities (Part 4) - Special CGA Types

    Play Episode Listen Later Apr 6, 2017 6:50


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    types annuity charitable gift annuities
    Charitable Gift Annuities (Part 3) - Risks for Donors

    Play Episode Listen Later Apr 6, 2017 5:48


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    risks donors annuity charitable gift annuities
    Charitable Gift Annuities (Part 2) - Uses for Donors

    Play Episode Listen Later Apr 6, 2017 10:48


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    donors annuity charitable gift annuities
    Charitable Gift Annuities (Part 1) - Introduction

    Play Episode Listen Later Apr 6, 2017 10:47


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    annuity charitable gift annuities
    Bargain Sale Gifts (Part 3) - Special Tax Benefits

    Play Episode Listen Later Apr 6, 2017 12:06


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    sale bargain gifts part tax benefits
    Bargain Sale Gifts (Part 2) - Capital Gain Property

    Play Episode Listen Later Apr 6, 2017 10:28


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    capital sale property bargain gifts part
    Bargain Sale Gifts (Part 1) - Introduction

    Play Episode Listen Later Apr 6, 2017 6:43


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    sale bargain gifts part
    Income Limits on Charitable Deductions (Part 5) - Complex Combinations

    Play Episode Listen Later Apr 6, 2017 20:36


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    income complex limits charitable combinations deductions
    Income Limits on Charitable Deductions (Part 4) - Carryover Deductions

    Play Episode Listen Later Apr 6, 2017 7:37


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    income limits charitable deductions carryover
    Income Limits on Charitable Deductions (Part 3) - Gifts to Private Foundations

    Play Episode Listen Later Apr 6, 2017 10:21


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    gifts private income foundations limits charitable deductions
    Income Limits on Charitable Deductions (Part 2) - Gifts to Public Charities

    Play Episode Listen Later Apr 6, 2017 15:31


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    public gifts income limits charities charitable deductions
    Income Limits on Charitable Deductions (Part 1) - Introduction

    Play Episode Listen Later Apr 6, 2017 10:13


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    income limits charitable deductions
    Valuing Charitable Gifts of Property (Part 4) - Penalties

    Play Episode Listen Later Apr 6, 2017 5:34


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    gifts property valuing penalties charitable
    Valuing Charitable Gifts of Property (Part 3) - Special Assets

    Play Episode Listen Later Apr 6, 2017 15:50


    A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

    gifts property assets valuing charitable

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