|October 28, 2020||2:00pm ET||Online|
Earn 1 hour of CE Credit
(CFP, CIMA, CPWA)
With the deadline to make eligible charitable contributions quickly approaching, how will you help your clients maximize their charitable impact and minimize their income tax burden? This year provides a unique opportunity for advisors to proactively provide guidance to clients on their giving as a result of the COVID-19 pandemic and related legislation.
This presentation will cover charitable planning opportunities and tax strategies that enable your clients to give more, and more strategically, at year end. You will learn how to deepen client relationships through philanthropy, how to identify tax-saving opportunities—such as bunching deductions or using a qualified charitable distribution—and how to leverage Fidelity Charitable® and important year-end resources.
October 28, 2020