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Lavellefinn

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Self-Study CPE
EDUCATION TAX BENEFITS
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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TAX TREATMENT OF SICKNESS & INJURY PLANS
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TAX TREATMENT OF INDIVIDUAL RETIREMENT ARRANGEMENTS
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HOME OFFICE DEDUCTION
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EARNED INCOME TAX CREDIT
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS
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1099 HEADACHES
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INDEPENDENT CONTRACTOR DILEMMA: 1099 VERSUS W-2
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Free cpece webinars
Tax Efficient Charitable Giving Strategies

TAX EFFICIENT CHARITABLE GIVING STRATEGIES

Cost Free
CPE Credits 1.0 hour
CE Credits 1.0 hour
Course Id# - HURS9-T-00520-19-O
Subject Area Taxes (Federal Tax)
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

An in-depth discussion of the role of charitable planning in a client’s overall tax, estate and financial planning and the tax efficient strategies to consider in implementing that plan.

Course Objectives:


  • Why charitable planning should be part of - or at least discussed in- every client’s estate plan.

  • Discuss lifetime outright charitable gift techniques and the tax implications of each including gifts of appreciated securities, real estate, life insurance policies and qualified charitable IRA rollovers.

  • Discuss testamentary charitable gifts including bequests, life estate deeds and life insurance and retirement account beneficiary designations.

  • Discuss charitable remainder trusts and charitable lead trusts and what client facts would result in their discussion.

Martin Finn

Lavelle & Finn LLP
Founding Partner
marty@lavelleandfinn.com
(518) 869-6227

Lavellefinn

Martin S. Finn, an attorney and certified public accountant, is a founding partner of the law firm of Lavelle & Finn, LLP. Mr. Finn counsels clients on estate, financial, tax, business and elder law issues including personal and corporate tax planning, business counseling, structuring of business transactions, estate administration and estate and business succession planning.

Mr. Finn earned a B.B.A. from Siena College (1980), a J.D. from Albany Law School (1983), an LL.M. in Taxation from New York University (1989), is an AICPA-credentialed Personal Financial Specialist (2016), and is a National Association of Estate Planners & Councils Estate Planning Hall of Fame® Accredited Estate Planner® (Distinguished) Nominee (2019). He is a member of the American, New York State, Albany County, and Schenectady County Bar Associations; the American Institute of Certified Public Accountants; the National Academy of Elder Law Attorneys, Inc.; and the New York State Society of Certified Public Accountants. 

Mr. Finn is a frequent lecturer and, with law partner John H. Lavelle, is a co-author of Cents & Sensibility: The Practical Guide to Money & Aging (iUniverse, 2006), and Estate Planning Techniques for Mid-Sized Estates (PESI, 2005). 

Mr. Finn is Chair of the AICPA Conference on Tax Strategies for the High-Income Individual; Chair of the AICPA Sophisticated Tax Conference; Financial Officer of the Elder Law and Special Needs Section of the New York State Bar Association; Past Chair of the Board of Directors of the Capital Region Chamber Foundation; Chair of the Supervisory Committee and member of the Board of Managers of CAP COM Federal Credit Union; Member of the Board of Directors of The Schenectady County Community College Foundation; and Former Schenectady County Legislator (District 3), 2008-2013.


He is also an Adjunct Professor at Schenectady County Community College and past Adjunct Professor at Siena College, Albany Law School, and the University at Albany. 

Mr. Finn is the 2005 recipient of the Fr. Benjamin Kuhn Award for his contribution to Siena College, the 2001 recipient of the Schenectady County Bar Association’s Lawyer in Service to the Community Award and the 1998 recipient of Professional Education System, Inc.’s Excellence in Education Award.

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
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Presentation Slides
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NASBA Approved

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Irs

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Lavellefinn
Lavelle & Finn, LLP has thrived by taking an individualized approach to working with our clients and building our firm. Our clients benefit from our high-touch atmosphere and enjoy having the members of our team know who they are and truly care about their individual needs. Our team has the right mix of attorneys, paralegals and administrative staff, providing our clients with expertise, knowledge and experience without massive overhead or international affiliates pushing us to provide esoteric specialties. We understand and respond to our clients’ needs and ensure each step of the process is dedicated to protecting their families and their wealth.