Tax Smart Charitable Giving, Especially with Retirement Assets Presented with the Hawaii Community Foundation (*1 CLE, CPE & CFP CE credit)
RSVP by Monday, September 20, 2021. Upon RSVPing, you will receive a registration confirmation with the ZOOM link to join the webinar. Please refer to your email for the link to the meeting.
*As this is a webinar, there will be no networking opportunity.
Please join us as Professor Christopher Hoyt examines the challenges of getting tax savings from charitable gifts since the enactment of the 2017 Tax Cuts and Jobs Act. Her will cover the following topics:
- Strategies that can generate tax savings, including "bunching" gifts with donor advised funds and making qualified charitable distributions (QCDs) from IRAS
- When a family should name a charitable remainder trust or individuals as beneficiaries of a retirement account
ABOUT THE SPEAKER:
Christopher R. Hoyt, J.D. is a Professor of Law at the University of Missouri, Kansas City School of Law where he teaches courses in the area of federal incom taxation and business organizations. Previously, he was with the law firm of Spencer, Fane, Britt & Browne in Kansas City, Missouri. He received an undergraduate degree in economics from Northwestern University and he received dual law and accounting degrees from the University of Wisconsin.
Professor Hoyt has served as the Chair of the American Bar Association's Committee on Charitable Organizations (Section of Trusts and Estates) and is on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow, has been designated by his peers as a "Best Lawyer", and was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils. He is a frequent speaker at legal and educational programs and has been quoted in numerous publications, including The Wall Street Journal, Forbes, MONEY Magazine, The New York Times and The Washington Post.
CLE credit - email jrop@jennifereplaw.com
CPE credit - email nickchucpa@gmail.com
CFP credit – email matt@3dwealthadvisors.com
Please provide your First, Middle Initial, Last name & CFP # or last 4 digits of your SS
*A $25 fee will be assessed to guests requesting any CE credit.
CE credits are available to members at no additional charge.
Please send $25.00 CE fee payable to: HEPC
P. O. Box 1227 / Honolulu, HI 96807
