Compass Tax Educators

It is common knowledge that certain charitable donations give tax deductions. This course goes beyond that basic tax strategy to delve into more sophisticated ways that taxpayers can meet charitable giving goals with highly tax-favored results.

Learning Objectives

• Explain how recent tax law changes impact charitable giving.
• Describe rules related to charitable giving from retirement accounts.
• List requirements and best practices for substantiating charitable gifts.
• Explain how trusts and donor advised funds can be used in charitable giving strategies.

Education Information

IRS Program Number: NMVBP-T-00245-23-S

Length: 100 minutes plus optional question-and-answer session (no CE)

Prerequisite: None

Advanced Preparation: None

Program Level: Intermediate

Delivery Method: QAS Self-Study (NASBA); On-Demand (IRS)

Field of Study: Taxes (NASBA); Federal Tax Law  Topics/Federal Tax Related Matter (IRS)

Credit hours: 2 NASBA CPE / 2 IRS CE

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Course expires one year after purchase.

Instructor: Martin Finn, JD, LL.M., CPA/PFS, AEP Click here to learn more about the instructor.

All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators. Click here for more information regarding our refund and education policies.