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The Charitable Payraise- A Strategy for Better Retirements and Lasting Legacies (Video) (Course Id 2179)

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Author : William Russell LLoyd, CFP®, ChFC, AIF®, CPFA - Founder, The Charitable Payraise
Course Length : Pages: 3 ||| Review Questions: 3 ||| Final Exam Questions: 5
CPE Credits : 1.0
IRS Credits : 1
Price : $0.00
Passing Score : 70%
Course Type: Video - NASBA QAS - Technical - NASBA Registry - IRS Enrolled Agents
Primary Subject-Field Of Study:

Taxes - Taxes for Course Id 2179

Description :

The Charitable Payraise® is a new financial method designed to help those converting appreciated assets to income-producing resources in a more tax-efficient manner. The result produces substantially increased after-tax client cash flow while supporting the charity(s) of their choice. The charitable tax planning course will identify the changes in tax law that facilitated the new method, elements of the ‘Should’ tax opinion in support of TCP, and the types of assets that do and do not qualify for use. In addition, the roles and responsibilities of the CPA, as well as other professionals, to implement and maintain the method will be addressed.

Usage Rank : 0
Release : 2023
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 11-Aug-2023
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

Video - NASBA QAS - Technical - NASBA Registry - IRS Enrolled Agents - 2179

Keywords : Taxes, Charitable, Payraise, Strategy, Better, Retirements, Lasting, Legacies, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

After this training, the student will be able to:
  • Identify which clients may be eligible for The Charitable Payraise
  • Determine asset types that qualify for use in this new strategy
  • Learn which tax law changes made this financial method possible
  • Understand the roles of the CPA and other advisors in order to implement and maintain The Charitable Payraise
Course Contents :

Chapter 1 - The Charitable Payraise- A Strategy for Better Retirements and Lasting Legacies

Chapter 1 Review Questions

CPE Taxes Course: https://www.cpethink.com/tax-cpa-courses
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