Study Group: Charitable Optimization

Jun 14, 2016 02:00pm -
Jun 14, 2016 03:00pm

Event Description



Webinar: Charitable Optimization


Sponsored and Presented by: Evan Unzelman
Sterling Foundation Management


Program Description

Evan Unzelman, President of Sterling Foundation Management, will introduce a new way to determine whether clients are using charitable tools optimally. Once complete, this data driven process enables advisers to have highly focused discussions with clients about opportunities to save income taxes, grow wealth and/or save estate taxes - based on what the client is already doing. 


Learning Objectives

Attendees will learn what Charitable Optimization is, how it's measured, and how to fix uncovered misalignments using Private Foundations, Donor Advised Funds and Charitable Remainder Trusts. 

Date & Time                                                                    

Tuesday, June 14, 2016                                                                

2:00 p.m. - 3:00 p.m. EST


NASBA-approved for 1.0 CPE credit in Business Law. 1.0 (M)CLE credit*


Education Credit: AAA-CPA Members $15.00; Non-Members $30.00

Non Education Credit (Listen-Only): AAA-CPA Members: FREE; Non-Members $25.00 


Registration is available at or by phone at 888-ATTY-CPA ext. 2. The webinar information and materials for the program will be sent via email one day prior to the program


Requests for refunds must be received in writing by May 16, 2016 and will be subject to a $5.00 cancellation/administration fee. For information on the cancellation policies, please contact our office at 888-ATTY-CPA ext. 2.


Additional Information

Delivery Method: Group-Live

Program Level: Overview

Prerequisites: None

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


About the Presenter


Evan Unzelman, President

With over a decade of specialized experience in the field of private foundations and CRTs, Evan Unzelman has risen quickly through the ranks of charitable and tax planning. He began his career at a multifamily office, where he helped provide comprehensive solutions to the complex challenges faced by affluent families. In 2006, he joined Sterling, where he oversaw the administration of all of the firms' charitable clients. In 2008, he was hand-picked to lead the expansion of the firm's CRT brokerage platform.


Evan was elevated to COO in 2010 to expand and sharpen Sterling's service offering for charitable donors and their advisors. During that time, he launched Sterling's donor advised fund, grew the firm's CRT income interest sale volume year-over-year, and created the "CRT Rollover" strategy to provide new options to CRT donors beyond selling their income interest. Click here to read Evan's full biography. 


Special Thanks to Sterling Foundation Management LLC 

for Sponsoring this Program


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:



*(M)CLE varies by state. Though we are accredited for (M)CLE in both TX and PA they will not accept Study Groups for credit. If you require (M)CLE in a specific state, please send a request to and we will do our best to arrange for credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee. 


Event Type:Study Group
Early registration ends on Feb 24, 2016.
Regular registration starts on Feb 25, 2016 and ends on Jun 14, 2016.
Late registration starts on Jun 15, 2016.