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.
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