Are You Overlooking Opportunities
for Charitable Planning - -
Even When Clients Are Not Normally
Maximizing income tax and transfer tax deductions have always been the obvious focus of charitable planning. But when you look more closely, charitable planning can be used to accomplish many other significant personal, non-tax client goals.
For example, do you know that properly tailored charitable planning techniques can be used to accomplish these important client objectives?
- Increase the client’s cash flow during retirement
- Diversify the client’s stock or bond portfolio or increase its yield
- Provide for a child with health challenges, while still preserving family harmony
- Sell a business more quickly and easily by reducing the price (but not the after-tax profits!)
- Promote the client’s personal values or interests from beyond the grave - - and involve family members so they bring these values or interests into their own lives too!
Whether you’re an estate planning attorney, financial advisor or CPA, you need to know these overlooked and creative uses of CGAs (Charitable Gift Annuities), CLTs (Charitable Lead Trusts), CRTs (Charitable Remainder Trusts) and other charitable planning techniques on a special 90-minute program entitled, “Creative & Overlooked Charitable Planning Techniques Every Advisor Should Know”, presented by nationally renowned estate planning attorney and CPA, Martin M. Shenkman, J.D., CPA, MBA.
- Program Title: Creative & Overlooked Charitable Planning Techniques Every Advisor Should Know
- Speaker: Martin M. Shenkman
- Duration: 90 minutes
ABOUT THE SPEAKER
J.D., CPA, MBA
Martin “Marty” Shenkman, Esq., CPA, MBA is an estate planning attorney and Certified Public Accountant from Paramus, New Jersey. He received his Bachelor of Science degree from Wharton School, University of Pennsylvania 1977 with a concentration in accounting and economics. He received a Masters degree in Business Administration from the University of Michigan 1981, with a concentration in tax and finance. Mr. Shenkman is a widely quoted expert on tax matters and is a regular source for numerous financial and business publications, including The Wall Street Journal, Fortune, Money, The New York Times, and others. He has appeared as a…
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.