Charitable Planning & Philanthropy Webinar
Overview
Incorporating philanthropic goals into estate and tax planning allows clients to support meaningful causes while securing substantial income, gift, and estate tax benefits. In this NASBA-approved CPE webinar, an expert in the field guides CPAs through the design, implementation, and administrative requirements of structured charitable vehicles. This session covers essential aspects of philanthropic estate planning, including:
- Integrating client charitable intentions cleanly into comprehensive estate and financial plans
- Structuring Charitable Remainder Trusts (CRTs) and Charitable Lead Trusts (CLTs), while evaluating Charitable Remainder Annuity Trusts (CRATs) versus Charitable Remainder Unitrusts (CRUTs)
- Assessing grantor versus nongrantor trust designations to align tax benefits with overarching wealth transfer goals.
This course qualifies for IRS Continuing Education Credit.
Objective
To provide CPAs, accountants, and tax professionals with the technical insights, trust-structuring frameworks, and compliance knowledge needed for incorporating charitable intentions into the estate planning process.
Emphasis
- Incorporating charitable intentions into estate planning
- Specific types of charitable trusts
– Charitable Remainder Trusts (CRTs)
• CRT structure and requirements
• CRATs and CRUTs
• Considerations
– Charitable Lead Trusts (CLTs)
• CLT structure and requirements
• CLATs and CLUTs
• Grantor or nongrantor
• Considerations
• Filing requirements
Speakers
Jeremy Mertens, Tax Managing Director, Private Client Services, BDO
Jeremy Mertens is a highly motivated, experienced tax director, focused on utilizing a team approach to handle clients and engagements. With over ten years of experience in the field of income tax, he offers the ability to analyze a client's particular situation from a practical approach. Further, having a legal degree with a concentration in tax and estate planning, he possess the requisite skills needed to complete complex income tax research that is necessary to understand various aspects of the income tax world.
View Dates
| Date | Time | Subscriptions | Register |
|---|---|---|---|
| Mon, Nov 9, 2026 Code WT215KCPR01026 | 9:00 AM – 10:00 AM ET | Register | |
| Mon, Nov 16, 2026 Code WT215KCPR03026 | 11:00 AM – 12:00 PM PT | Register | |
| Tue, Nov 24, 2026 Code WT215KCPR02026 | 3:00 PM – 4:00 PM CT | Register | |
| Mon, Nov 30, 2026 Code WT215KCPR01126 | 10:00 AM – 11:00 AM ET | Register | |
| Mon, Dec 7, 2026 Code WT215LCPR03026 | 9:00 AM – 10:00 AM PT | Register | |
| Thu, Dec 17, 2026 Code WT215LCPR01026 | 9:00 AM – 10:00 AM ET | Register | |
| Tue, Dec 22, 2026 Code WT215LCPR02026 | 1:00 PM – 2:00 PM CT | Register | |
| Wed, Dec 30, 2026 Code WT215LCPR03126 | 12:00 PM – 1:00 PM PT | Register | |
| Mon, Jan 11, 2027 Code WT215ACPR01027 | 10:00 AM – 11:00 AM ET | Register | |
| Fri, Jan 22, 2027 Code WT215ACPR01127 | 9:00 AM – 10:00 AM ET | Register | |
| Wed, Jan 27, 2027 Code WT215ACPR03027 | 9:00 AM – 10:00 AM PT | Register | |
| Fri, Feb 12, 2027 Code WT215BCPR02027 | 3:00 PM – 4:00 PM CT | Register | |
| Wed, Feb 17, 2027 Code WT215BCPR01027 | 2:00 PM – 3:00 PM ET | Register | |
| Thu, Feb 25, 2027 Code WT215BCPR03027 | 10:00 AM – 11:00 AM PT | Register |
This course is included in the following subscriptions:
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