[et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.16″ background_color=”#00bfed” background_color_gradient_direction=”330deg” global_colors_info=”{}”][et_pb_fullwidth_header title=”Charitable Gift Financing Blueprint” _builder_version=”4.16″ title_font=”||||||||” background_color=”rgba(255,255,255,0)” global_colors_info=”{}” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][/et_pb_fullwidth_header][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_margin=”-47px|||||” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”]
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He developed the Pre-Tax Wealth Creation Blueprint to help his fellow business owners maximize their savings and protect their assets in order to excel personal wealth while continuing to build a profitable business. Throughout his career, he has helped generate over $40 million in tax savings with an average annual contribution of $380K per client to their private retirement accounts.
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Special Thank You to My CPE for the invitation to showcase Charitable Gift Financing – MY CPE
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How does Charitable Gift Financing work?
Charitable Gift Financing Blueprint is a strategy that enables charitably inclined high-net-worth individuals to use a third-party loan to make a tax-deductible contribution to charitable organizations.
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This webinar demonstrates how to make larger size private charitable gifts with minimum cash outflow.
The IRS has ruled that when debt to a third party is used to make a charitable contribution, the taxpayer is entitled to a charitable contribution deduction under IRC §170(a) in the year the gift was made, and the deduction may not be postponed until the taxpayer pays the indebtedness.
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Following are the major questions answered in this webinar:
- What is the IRS rule for using a loan to make a charitable gift?
- How do I get a personal deduction if I use a grant or trust?
- What is the interest rate for the loan?
- How much can I claim as a tax deduction?
- Who provides the capital for the loan?
- How much can I claim as a tax deduction?
- How do I pay the interest and repay the loan?
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Learning Objectives:
- To analyze how to make larger size private charitable gifts with minimum cash outflow.
- To discuss how to minimize income & capital gain tax liabilities for high W2 earners and business owners).
- To access a rolling line of credit with a low-interest rate & no personal guarantee.
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Who This Webinar Benefits:
CPA – Large Firm
CPA – Mid Size Firm
CPA – Small Firm
Maryland Tax Preparers
Oregon Tax Preparers
Tax Professionals
Young CPA
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For more informative courses like this webinar please checkout MY CPE’s site.
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