Tax Planning for Charitable Contributions

RPP

Request Event

Tax Planning for Charitable Contributions

Speaker(s): ​RPP Business Development Officer or MWA Tax Professional

Est. Presentation Time: One Hour

With the new tax plan, it is important to understand the implications of charitable contributions on your tax plan. This presentation covers:

  • Deductible vs. Non-Deductible Charitable Contributions

  • What is a 501(c)(3) Organization

  • Types of Contributions

  • Substantiation Rules

  • Deductible Limitations and Carry Over Rules

  • Related and Unrelated Use/Bargain Sale

  • Please CLICK HERE for instructions on how to submit your event for 1 hour CE credit.
  • CFP Program ID: 261032

Please fill out the Event Request Form and email to [email protected].

Approved Materials

We have several resources available for order that can help streamline the process.
Please let us know if you would like additional materials not listed below.

Presentation

Est. Time: 1 Hour
View Full PPT

CFP Reporting Process Card

View Process Card

Let Us Know

Email Us