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Tax Efficient Charitable Giving
Tuesday, October 03, 2023, 12:30 PM - 1:30 PM CST
Category: CLE

Approved for 1.0 CLE credit

Tax Efficient Charitable Giving

Presenter:  Dan Rahill, Managing Director and Senior Wealth Strategist, Wintrust Wealth Management

Many of us prefer to combine our support for the causes and people we care about with a desire to save on taxes. Fortunately, some strategies may help us accomplish both. Whether you want to donate to charity or invest in a loved one's future, consider these tax‐smart ways to help make your giving go further.

Experience and research confirm that very few financial, legal, or tax professionals utilize charitable planning strategies to help their clients improve the outcomes of various business issues.

This presentation demonstrates how to use charitable planning strategies to resolve various business (and personal) tax and financial issues that arise in the regular course of business.

The following are the major topics covered:

  • Charitable giving as part of an estate and financial plan
  • Recent Tax Act Updates
  • Charitable gift asset types
  • Charitable planning with retirement assets
  • Pooled Income Funds
  • Charitable Remainder Trusts, including Secure Act 2.0 changes
  • Charitable Gift Annuity, including Secure Act 2.0 changes
  • Gifts of a Remainder Interest in a Personal Residence or Farm
  • Donor-advised funds
  • Private Foundations

Date: Tuesday, October 3, 2023
Time: 12:30 - 1:30 PM
Credit: 1.0 CLE credit to be applied for
Location: In Person at the MBA (747 N Broadway Milwaukee)
                 (Online viewing also available)

$50/MBA Member

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