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Charitable Planning, 2nd Edition

SKU: 2500002B

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Quick Overview

Harvest an understanding of: why people give to charities; features and benefits of charitable giving plans; legislation that governs charitable giving. Numerous charts, graphs, and tables illustrate from the basic charitable deduction rules to the most complex charitable giving techniques: Income rules & limits; critical valuation uses & potential ethical pitfalls; software & technology; private versus community foundations; Charitable annuities, trusts, funds & life insurance. CE Filed.

Charitable Planning, 2nd Edition

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Tools & Techniques of Charitable Planning consists of the latest coverage on continued IRS scrutiny of tax-exempt organizations, continuing congressional reforms directed toward tax-exempt organizations, mounting number of restrictions directed toward charity owned life insurance (CHOLI), and prohibitions against tax-exempt organizations being involved in tax shelters—a knowledge base you will soon discover useful long after the first read. Features several new sample documents for Charitable Remainder Trusts to save you time and keep you in compliance. Life Insurance, PACE, and CFP® CE Filed.

Broad coverage of charitable giving vehicles and techniques:

  • Income rules & limits in easy-to-understand language
  • Emphasis on critical valuation uses & potential ethical pitfalls
  • Charitable giving software & technology issues
  • Private versus community foundations
  • Charitable annuities, trusts, funds, & life insurance

Important Legislation Covers:

  • Conservation/ Façade easements
  • Clothing/Household item donations
  • Auto-enrollment into 401(k) plans permitted
  • Increased exempt organization reporting
  • Overvaluation penalties
  • Recapture of unrelated use tangible personal property gifts
  • Gifts of fractional interests in tangible personal property
  • Appraisal forms
  • Charitable IRA rollovers
  • Private foundation reforms
  • S Corporation contributions
  • Donor-advised fund reforms
  • Excise Taxes
  • CRT reporting
  • Charitable Trust Distribution Final Regulations
  • Final Regulations defining "Trust Income" (CRUTs/pooled income funds)

Chapters to feature: the top 12

  • Charitable Remainder Unitrusts
  • Income Percentage Limits
  • Gifts of Property
  • Partial Interest Rules 
  • Charitable Giving Using Life Insurance
  • Ethical Issues in Charitable Planning
  • Charitable Lead Trusts
  • Donor Advised Funds
  • Bargain Sale Transactions
  • Pooled Income Funds
  • Private Foundations
  • Testamentary Gifts

Continuing Education Product

  • See which products are available for CE in your state
  • See monitoring requirements in your state
  • Call Customer Service at 800-543-0874 to purchase the CE exam. No CE will be granted if the book has not been purchased.
 ISBN
9780872189362
 EISBN
9781938130205
 Page Count
394
 Publication Date
Dec 6, 2007
 Author
Leimberg, Allen, Jr., Hays, MacNab, Shumaker, Yang, & Zipse