This webinar was held on Wednesday, December 11, 2024 at 1:00pm ET
Sponsor: TIAA Kaspick
Duration: 1 Hour
Join this informative webinar to learn how to identify the right gift vehicle to meet your clients’ needs.
Upon completion of this course, you will be able to:
- Understand how charitable giving can be used as a tool to help reduce your clients’ tax liability
- Identify the most suitable giving vehicle for various circumstances
- Explain the tax and economic benefits available to your clients
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Federal Tax Law |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presented by:
Bill Knox joined TIAA Kaspick in 2012 after serving for more than seven years as vice president of legal services at Crescendo Interactive, Inc. In his current role, he advises clients on all aspects surrounding charitable organizations including planned giving, complex assets, legal, tax, and administration issues. He regularly presents on a variety of topics at both regional and national events. Mr. Knox has a BA from the California State University, Chico. He received his JD from the Columbus School of Law at the Catholic University of America and his LLM in tax from Loyola Law School.
Denise Johnson advises TIAA Kaspick management and staff on legal, tax, and regulatory requirements that affect charitable gift planning and the administration, gift annuities, and other planned giving arrangements. Prior to joining TIAA, Ms. Johnson was a senior advisor to nonprofit organizations including private foundations, large universities, healthcare systems, and charitable trusts. Denise received a JD from Florida A&M University College of Law and a Masters of Law in Taxation from University of Florida Levin College of Law.
Moderated by:
Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.
Special thanks to our sponsor for supporting this educational session:
Planned Gift Management
Since 1989, we have worked in partnership with our clients to set a new standard of excellence in planned giving, helping them achieve the essential elements of a successful planned giving program.
Endowment Management
For over three decades, we have provided outsourced CIO services for endowment clients using a consistent investment philosophy.
Our endowment clients include colleges, universities, and other nonprofits who are seeking diversified portfolios that are fully transparent and liquid.
CPA Practice Advisor 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: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.
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Tags: Accounting, Advisory, Financial Planning, Tax Planning, Taxes
