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CPE Processing FeeFREE  Webinar TranscriptionN/A     Presentation Length Hour(s)1.5 hours  CPE1.5  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateJul 18, 2017  Date OfferedAug 31, 2017  Who should attend?CPA - small firm
CPA - medium firm
CPA - large firm 
Series: Estate Planning    
Course Description

Understanding clients’ charitable giving goals is vital to successful estate planning. This webinar will touch on the increase in charitable giving and philanthropy among Americans, and how practitioners can become better prepared to assist their clients in reaching their charitable aspirations. Emphasis will be placed on how to determine a client’s charitable goals and how to integrate those goals into a comprehensive estate plan that accomplishes all of their objectives. A variety of charitable estate tax planning techniques will be discussed including the use of split interest trusts.

If you’re looking for a solution to help you map out your estate plans, Jeremy Milo from the software group at Bloomberg BNA, will be demonstrating BNA Estate & Gift Tax™ Planner during the webinar. BNA Estate & Gift Tax Planner can help you develop innovative strategies, see the interplay of all variables, and produce a comprehensive plan that shows you how to reach your goals.

Learning Objectives

  • Determine the rules, benefits, and disadvantages that come with different charitable giving arrangements (e.g., private foundations, Charitable Remainder Trusts, Charitable Lead Trusts).

  • Identify recent trends in charitable giving in the United States.

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Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 13:00 minutes
QUESTION 2: 41:00 minutes
QUESTION 3: 60:00 minutes
QUESTION 4: 1:10:00 minutes
QUESTION 5: 1:23:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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She has particular experience with irrevocable life insurance trusts, defective grantor trusts, and grantor retained annuity trusts. She also helps clients form and fund limited liability companies, limited partnerships, and other entities to achieve both their tax and business succession planning goals. As a former Certified Public Accountant, Chelsea brings a unique perspective to her clients’ tax needs. By combining her extensive legal know-how with her past auditing and accounting experience for businesses ranging from start-ups to Fortune 500 companies, she crafts practical solutions to her clients’ varied issues.


Jeremy Milo

Bloomberg Tax
Senior Technical Tax Analyst
(800) 424-2938

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Jeremy Milo is a Senior Technical Analyst for the software division of Bloomberg BNA, located in Arlington, Virginia. As a tax and accounting attorney, he provides subject matter expertise to customers in the areas of estate and gift tax planning and tax compliance. He also serves as liaison and trainer for the division’s ever-expanding customer base. Jeremy continually confers with executives to ensure that current and future product development is in line with corporate requirements. Prior to joining Bloomberg BNA, Jeremy represented clients as an associate at a Northern Virginia law firm. In 2010, he established his own law firm, The Law Office of Jeremy J. Milo, PLLC with the primary focus of advising clients on estate planning and administration matters. Jeremy obtained degrees from The College of William and Mary and Howard University School of Law. He is also a graduate of the esteemed Master of Laws (LL.M.) program in Estate Planning from the University of Miami, School of Law and member of the Virginia State Bar.


She provides creative, practical solutions to meet her clients' various needs and to ensure that each client's values and philosophy are clearly reflected in his or her wealth transfer plan. Anne focuses her practice on wealth transfer and tax and estate planning. She also has experience practicing corporate law, including mergers and acquisitions, venture capital financings, and debt financings. Prior to joining Holland & Hart, Anne served as an intern for the Colorado Supreme Court, worked at the American Enterprise Institute for Public Policy Research, and was a research assistant for Carnevale Associates, LLC in Washington, D.C. A Denver native, she graduated from Princeton University cum laude and from Boston College Law School, where she was editor-in-chief of the Uniform Commercial Code Reporter-Digest.

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NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

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Bloomberg BNA Tax software products provide unique insight, actionable information, and smart tools in the areas of corporate tax, fixed assets, individual tax planning, and tax compliance resources. With category-leading software and top-rated technical support, we are the solution of choice for professional firms and corporations of every size. More than 70,000 customers, including the IRS, depend upon Bloomberg BNA’s Tax’s software products for the highest degree of tax, regulatory, and compliance expertise available in the market.