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Free cpece webinars
Tax Planning for Charitable Gifts of Complex Assets

TAX PLANNING FOR CHARITABLE GIFTS OF COMPLEX ASSETS

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 23, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This webinar will discuss the structure of income, estate, and gift tax consequences of charitable gifts. Those gifts can include securities, closely held business interests (C corporations, S corporations, partnerships), retirement plans, artwork, bitcoin, stock options, deferred compensation, life insurance, real estate, intellectual property, and even cars, boats, and planes. In addition, the presenter will discuss compliance issues and review substantiation rules.

Learning Objectives: 


  • Recall the income, estate, and gift tax consequences of a charitable gift of unique assets

  • Recognize the importance of the substantial rules and the percentage of adjusted gross income limitations for gifts of assets worth more than $5,000

  • Summarize the complex rules that apply to charitable gifts of art and collectibles

  • Determine how to efficiently make a charitable gift of an IRA or other retirement plan assets

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jere Doyle is an estate planning strategist for BNY Mellon Wealth Management and a senior vice president of BNY Mellon. He has been with the firm since 1981. Jere provides wealthy individuals and families throughout the country with integrated wealth management advice on holding, managing, and transferring their wealth in a tax-efficient manner.
Jere is admitted to practice law in the Commonwealth of Massachusetts and before the United States District Court, United States Court of Appeals (First Circuit), and the United States Tax Court. He formerly served as a member of the Massachusetts Joint Bar Committee on Judicial Appointments. He is the editor and co-author of Preparing Fiduciary Income Tax Returns, a contributing author of Preparing Estate Tax Returns, a contributing author of Understanding and Using Trusts, and a contributing author of Drafting Irrevocable Trusts in Massachusetts, all published by Massachusetts Continuing Legal Education. Jere is also a reviewing editor of the 1041 Deskbook published by Practitioner's Publishing Company. Jere is a lecturer in law in the Graduate Tax Program at Boston University School of Law.

About Our Presenter

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Over BNY Mellon’s 200+ year history, they’ve seen times of prosperity, uncertainty and possibility. Their Active Wealth approach is grounded in a deep understanding of who their clients are, and that has brought the success they care about most: highly satisfied, loyal clients whose relationships span generations.