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AICPA ENGAGE 2018


ENG18ER02 - Charitable Tax Strategies, Especially With Retirement Accounts


Jun 12, 2018 7:00am ‐ Jun 12, 2018 7:50am

Standard: $49.00

Description

The 2017 Tax Cut and Jobs Act made it difficult for millions of taxpayers to get income tax savings from their charitable gifts. What are the best charitable tax strategies in 2018? And when structuring charitable bequests, what is the best way to use the pre-tax dollars in retirement accounts for those bequests. What are the traps? The solutions? How can estates and trusts get income tax savings from charitable bequests?

Learning Objectives:
• How charitable gifts should be structured differently to get greater tax savings in 2018 compared to prior years. • How charitable bequests can be structured to produce income tax savings rather than just estate tax savings

Speaker(s):

Tags: EST TAX

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