Our expert-written resources are available in digital and/or print formats to best suit your specific situation. We realize that many of you are working from home and may not have access to the resources you need. Please do not hesitate to contact [email protected] with questions regarding access to print and/or digital formats.

The Tools & Techniques of Charitable Planning, 3rd Edition

eBook + Online $200.00
In stock
Only %1 left

This single-volume provides instant access to all of the vital information absolutely necessary for guiding each client through their important charitable planning decisions.

Historically low interest rates and higher income taxes have led to an increased interest in charitable planning. Today, many taxpayers are searching for new ways to maximize their deductions. In the current financial and tax environment, charitable giving is more valuable than ever.

This book has been fully revised, expanded and enhanced to help you meet the needs of every client looking to make the most of their charitable giving.

The Tools & Techniques of Charitable Planning, 3rd Edition, includes:
• New tools to help planners deal with higher capital gain tax rates
• New chapter on Charitable Life Estates
• Techniques specifically geared toward organizing and strengthening the approaches used by planned giving teams within charitable organizations
• Tools for meeting the expectations of continuing growth in the value of assets often used to fund charitable gifts
• Exploration of recent trends toward using CRUTS rather than CRATS
• Insights into the best techniques to meet planned giving goals in a low-interest-rate environment, including the use of CLATs
• New content on Type III supporting organizations
• Expert tips on using charitable gift annuities in death

Comprehensive updates throughout the book will help you understand the new tax rules, including the effects of the Net Investment Income Tax on donors, beneficiaries, and trusts.

The tools and techniques in this book are practical and proven, compiled by a team of the foremost experts in the field. Numerous charts, graphs and tables are included, simplifying everything from the basic charitable deduction rules to the most complex charitable giving techniques.

The single-volume The Tools & Techniques of Charitable Planning, 3rd Edition, provides instant access to all of the vital information absolutely necessary for guiding each client through their important charitable planning decisions.

Additional Information
SKU 2500003B
Publication Date September 19, 2014
ISBN 978-1-939829-95-5
EISBN 9781939829955
Page Count 400
Author Stephan R. Leimberg, Jim Allen, Johnine Hays, Roger Shumaker, Wesley Yang, Randy L. Zipse, and L. Paul Hood, Jr.
Edition 3
Write Your Own Review
Only registered users can write reviews. Please Sign in or create an account
Stephan R. Leimberg

Stephan R. Leimberg is CEO of Leimberg and LeClair, Inc., an estate and financial planning software company, CEO of LISI, Leimberg Information Services, Inc., an email newsletter service, and President of Leimberg Associates, Inc., a publishing and software company. He is an Adjunct Professor in the Masters of Taxation Program of Villanova University School of Law and former adjunct at Temple University School of Law. He holds a B.A. from Temple University, and a J.D. from Temple University School of Law. Leimberg is the Editor of the American Society of Financial Service Professionals audio publication, Keeping Current.

Leimberg is the author or co-author of numerous books on estate, financial, and employee benefit and retirement planning and a nationally known speaker. Leimberg is the creator and principal author of the entire nine book Tools & Techniques series including The Tools & Techniques of Estate Planning, The Tools & Techniques of Financial Planning, The Tools & Techniques of Employee Benefit and Retirement Planning, The Tools & Techniques of Life Insurance Planning, The Tools & Techniques of Charitable Planning, The Tools & Techniques of Investment Planning, The Tools & Techniques of Risk Management, The Tools & Techniques of Practice Management, and The Tools & Techniques of Retirement Income Planning. Leimberg is co-author of Tax Planning with Life Insurance with noted attorney Howard Zaritsky, The Book of Trusts with attorneys Charles K. Plotnick and Daniel Evans, and How to Settle an Estate with Charles K. Plotnick. He was also a contributing author of the American Bar Association’s The Lawyer’s Guide to Retirement.

Leimberg is co-creator of many software packages for the financial services professional including Estate and Financial Planning NumberCruncher (estate planning), DeCoupleCruncher (estate planning), Financial Analyzer II (financial calculations), Estate Planning Quickview (Estate Planning Flow Charts), Life Settlement NumberCruncher (life settlement buy-hold analysis), Planning Ahead for a Secure Retirement (PowerPoint Client Seminar) and Toward a Zero Estate Tax (PowerPoint Client Estate Planning Seminar).

A nationally known speaker, Professor Leimberg has addressed the Miami Tax Institute, the NYU Tax Institute, the Federal Tax Bar, the Notre Dame Law School and Duke University Law School’s Estate Planning Conference, the National Association of Estate Planners and Councils, the AICPA’s National Estate Planning Forum, the ABA Section on Taxation, and The Annual Meeting of the American Society of Financial Service Professionals. Leimberg has also spoken to the Federal Bureau of Investigation, and the National Aeronautics and Space Administration.

Leimberg was awarded the Excellence in Writing Award of the American Bar Association’s Probate and Property Section. He has been honored as Estate Planner of the Year by the Montgomery County Estate Planning Council and as Distinguished Estate Planner by the Philadelphia Estate Planning Council. He is also a recipient of the President’s Cup of the Philadelphia Life Underwriters, a two time Boris Todorovitch Lecturer, and the First Ben Feldman Lecturer.

Leimberg was named Edward N. Polisher Lecturer of the Dickinson School of Law and 2004 recipient of the National Association of Estate Planners and Councils Distinguished Accredited Estate Planner award.

Leimberg’s LISI email newsletter/data base at www.leimbergservices.com is used daily by thousands of estate, financial, employee benefit, charitable, and retirement planning practitioners.

Randy L. Zipse, J.D., AEP

Randy L. Zipse, J.D., AEP (Distinguished) is currently Vice President, Advanced Markets for Global Atlantic Financial Group and has worked in the life insurance industry for the past twenty years where he has managed advanced markets departments for major life insurance carriers and independent distribution organizations.

Mr. Zipse has written numerous articles on trust taxation, estate planning, and business succession planning which have appeared in the Journal of Financial Service Professionals, Broker World, Estate Planning, Life Insurance Selling, and National Underwriter. He is the author of National Underwriter’s Field Guide. He is also a co-author with Stephan R. Leimberg of Tools and Techniques of Charitable Planning and a member of the Tax Facts Editorial Advisory Board. Mr. Zipse is a frequent lecturer at industry meetings, including such major events as the AALU, Forum 400, Million Dollar Round Table, New York University Tax Institute, University of Miami Heckerling Tax Institute, Hawaii Tax Institute, and the Annual Harris M. Plaisted Conference.

Prior to entering the life insurance industry, he worked as an attorney in private practice. Mr. Zipse has been associated with several large firms, including Jones Day Reavis & Pogue and Gardere & Wynne – both in Dallas, Texas. As a private practice attorney, Mr. Zipse concentrated on estate planning, deferred compensation, business succession planning, and charitable planning. Prior to becoming an attorney, Mr. Zipse worked as a CPA with Deloitte Haskins & Sells.

An honors graduate of the University of Northern Iowa (B.A. in accounting), Mr. Zipse subsequently received his J.D. from Drake University College of Law (Order of the Coif, class rank number one), and is a member of the Iowa, Texas and Missouri Bars.

L. Paul Hood, Jr.

Paul Hood, Jr. received his J.D. from Louisiana State University Law Center in 1986 and Master of Laws in Taxation from Georgetown University Law Center in 1988. Paul is a frequent speaker, is widely quoted and his articles have appeared in a number of publications, including BNA Tax Management Memorandum, BNA Estates, Gifts & Trusts Journal, CCH Journal of Practical Estate Planning, Estate Planning, Valuation Strategies, Digest of Federal Tax Articles, Loyola Law Review, Louisiana Bar Journal, Tax Ideas, The Value Examiner and Charitable Gift Planning News. He has spoken at programs sponsored by a number of law schools, including Duke University, Georgetown University, New York University, Tulane University, Loyola (N.O.) University, and Louisiana State University, as well as many other professional organizations, including AICPA and NACVA. From 1996-2004, Paul served on the Louisiana Board of Tax Appeals, a three member board that has jurisdiction over all State of Louisiana tax matters.

A self-described “recovering tax lawyer,” Paul is the author or co-author of seven other books, and is the proud father of two boys who are the apples of his eye, Paul III and Evan. Happily married to Carol A. Sobczak, Paul lives with Carol in Toledo OH, where he serves as the Director of Planned Giving for The University of Toledo Foundation.