Tax Efficient Charitable Giving Strategies

with Martin S Finn, JD, LL.M., CPA/PFS

A 2 CE Hour NYSSEA Webinar

This webinar will provide an in-depth discussion of the role of charitable planning in a client’s overall tax, estate and financial planning, as well as specific review of the charitable strategies to consider in implementation.

Learning Objectives:

Identify why charitable planning should be part of – or at least discussed in – every client’s planning.

Recognize the 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.

Explain testamentary charitable gifts including bequests, life estate deed and life insurance and retirement account beneficiary designations.

Discuss charitable remainder and lead trusts and the appropriate circumstances for their use.

Our Speaker:

Martin S. Finn, an attorney and certified public accountant, is a founding partner of the law firm of Lavelle & Finn, LLP. Mr. Finn advises 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) (2020). 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 his retired law partner John H. Lavelle, is 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 co-chairs the AICPA Engage Conference and is past chair of the AICPA National Tax/Sophisticated Tax Conference and the AICPA Tax Strategies for the High Income Individual Conference; member of the Board of Directors, Board of Managers and Supervisory Committee of CAP COM Federal Credit Union; Past Member of the Board of Directors of The Schenectady County Community College Foundation; Past Chair of the Board of Directors of the Capital Region Chamber Foundation; and a Former Schenectady County Legislator (District 3), 2008-2013.

Mr. Finn is the recipient of the AICPA’s Sidney Kess Award for Excellence in Continuing Education (2021), the Fr. Benjamin Kuhn Award for his contribution to Siena College (2005), the Schenectady County Bar Association’s Lawyer in Service to the Community Award (2001) and Professional Education System, Inc.’s Excellence in Education Award (1998). Mr. Finn was recently inducted into the NAEPC Estate Planning Hall of Fame �, Class of 2020, and awarded the Accredited Estate Planner� (AEP�) designation.

Registration is now open!

Register ONLINE using the "Register Now!" button below.

Once registered, you will receive a confirmation email. Look for the link to complete the ZOOM registration for this event. You MUST register with ZOOM to receive CE credit for this event.

PLEASE NOTE:

When registering with ZOOM, be careful to use the exact name and PTIN you use with the IRS. We use the ZOOM registration to track attendance and award CE Credits.

Remember, it is best to attend this event on your desktop, laptop, or other device that will allow you to answer the required polling questions during the session. Also, be sure that you have installed the latest version of ZOOM on your device, for optimal performance.

Online Registration is Strongly Encouraged

If you prefer to register by mail, just print out the registration form by clicking here and mail it to Koreen Jervis, EA. Please note that the mail-in registration form MUST reach Koreen by September 8, 2022.