Edmonds, WA: Why the Savvy Investor Gifts to Charities from Their IRA

Mar 12, 2019 09:00am -
Mar 12, 2019 10:30am

Event Description



The Washington Chapter of the American Academy of Attorney-CPAs presents:


Why the Savvy Investor Gifts to Charities from Their IRA


Presented by: Brian G. Isaacson

Program Description

Brian G. Isaacson will teach how to lower the inheritance tax bill while maximizing the benefits to family members. We will teach the advantages of using IRA's to gift to children and charitable organizations while avoiding tax consequence surprises!


Learning Objectives

  • Why it is more tax efficient to gift your IRA to a charity as opposed to gifting cash, life insurance, stocks or property and how to claim the deduction.
  • What exactly is an IRA and what are the benefits and tax consequences.
  • What is a required minimum distribution for an IRA or an inherited IRA and what are the traps to avoid.
  • What are the benefits of a Trust and the requirements of gifting to a charity through a Trust.


Date & Time                                                                    

Tuesday, March 12, 2019 (originally scheduled for February 13 and March 5)                                                           

9:00 a.m. - Registration

9:30 a.m. - 10:30 am - Education Program



Edmonds Center for the Arts

410 Fourth Avenue North 

Edmonds, WA 98020



This program should qualify for 1.0 credit hours of Continuing Professional Education (CPE) 

in Business Law from NASBA and 1.0 hours for Washington MCLE 


Free Admission

Admission is FREE for all business professionals. For information on the cancelation policy please call 888-ATTY-CPA ext. 2.

About the Presenter

Brian G. Isaacson is a native of the Pacific Northwest and has been practicing law for over 20 years. He focuses on the areas of Elder Law, Medicaid planning, Estate planning, IRA planning, Tax planning, and Stock Option planning.


Holding a Masters of Law in Taxation, Brian is a certified Attorney-CPA and highly respected nationwide in the legal and tax community for his extensive and sophisticated work in tax litigation. His high-profile cases have impacted stock-options tax laws, helping countless plaintiffs across the U.S. recover millions of dollars.

An active member of the American Academy of Attorney-CPAs and vice-president of its Washington State chapter, Brian approaches his work with great energy and serves his clients with respect and compassion Brian is admitted to practice law in both Washington State and New York State, as well as in the U.S. Tax Court, the U.S. Court of Federal Claims, and the U.S. Court of Appeals. He is a member of the American Bar Association Tax Section, the National Academy of Elder Law Attorneys, and Lawyers With Purpose. 


Registration is available at www.attorney-cpa.com or by phone at 888-ATTY-CPA ext. 2.


Additional Information


Delivery Method: Group-Live

Program Level: Update

Prerequisites: Anyone who has a background in taxes who 

desires to keep current

Advanced Preparation: None
Who Should Attend? Attorneys, CPAs, Business Professionals

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course. 


The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org



Event Type:Chapter Meeting
Early registration ends on Sep 03, 2018.
Regular registration starts on Sep 04, 2018 and ends on Mar 11, 2019.
Late registration starts on Mar 12, 2019.