Counseling Charitably Inspired Clients During the Unprecedented Fall of 2020
One hour webinar, part of our Complex Concepts in Estate Planning series.
Impactful Charitable Planning in an historically low interest rate environment, under the shadow of the Presidential Election and the pending expiration of selected CARES Act Provisions.
As we rush headlong into the end of the year, many Americans once again begin thinking about year-end tax saving strategies, even in this most adjective-laced year of 2020. This year presents a great opportunity to unleash our charitable planning skills to benefit our clients and our world.
Presenter: David K. Cahoone, JD, LLM
CLE: 1.0 General credits
States Pre-Approved: AR, CA, NJ, NY, OK, PA, VT
(AK, AZ, CT, NH eligible to claim credit)
We will apply for approval in other US states as registrations warrant*, with exception to the following: KS, RI, VA, WA, WI**
* Approval process times will vary