Charitable Planning Strategies

Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser Charitable Planning Strategies September   16 3 pm - 4:30 pm ET Presenter: Carl Fiore, Managing Director of Andersen Tax Credits: CPE, CLE in all states (Credit Details) Can't attend live? By registering, you will be able to view the course live, view a recording at any time for 6 months, or both. Viewing Options: View on your computer, tablet, or smartphone Learn More Register Today Course Description   In this webinar, you'll learn about charitable planning strategies for high-net-worth individuals and their families in today's tax and economic environment. Upon completion of this course, you will be able to: Identify the key rules and considerations of charitable giving Recognize – and avoid – the pitfalls Describe the complex techniques used in charitable giving, including charitable trusts Explain how to achieve maximum efficiencies for both income and transfer tax purposes Learn More Register Today About The Presenter   Carl C. Fiore is the managing director of Andersen Tax. Mr. Fiore's primary practice areas are gift and estate planning, planning for same-sex couples, and fiduciary income tax. Mr. Fiore regularly advises clients on developing and implementing wealth maximization plans through the use of family entities, income tax planning, stock option planning, charitable giving strategies, and effective gift and estate tax planning. Mr. Fiore is a graduate of St. John's School of Law and holds an L.L.M. in estate planning from the University of Miami School of Law. Learn More Register Today All-Access Membership   ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 75 live webinars each month ● More than 750 on-demand courses Learn More Upcoming Webinars Ethical Decision Making in Tax and Accounting Practice September 1 at 3 pm ET Learn More Self Directed IRAs And Alternative Assets September 2 at 1 pm ET Learn More Alternative Investments In Tax Advantaged Plans: Advanced Topics September 2 at 3 pm ET Learn More Questions? Please call us at 703-372-0550 Our Mailing Address: Clear Law Institute | 933 N. Kenmore St, Ste 320 | Arlington | VA | 22201 Remove me from future emails. Manage email preferences. This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.