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AAA-CPA Upcoming Study Group Webinars

from AAA-CPA

Earn education credit without leaving your home or office! Registration is now open for members and nonmembers for the following one-hour webinars:

May 5: Dementia, Cognitive Decline and Incapacity
Presented by Thomas W. McCulloch, J.D., CPA
Join AAA-CPA Elder Law Committee Chair Thomas W. McCulloch, J.D., CPA, as he discusses practical and legal issues of representing incapacitated clients. He'll lead discussions on involvement of family members; financial services industry standards in regard to elder financial exploitation; ethical challenges in dealing with possibly incapacitated clients; and the impact of incapacity when dealing with the Internal Revenue Service.

May 19: Secondary Planning for Charitable Remainder Trusts
Sponsored by Sterling Foundation Management
Presented by Evan Unzelman
Attendees will learn about the options available to clients with CRTs — gift the income interest to charity, terminate/commute the charitable remainder trust, sell the income interest, do a charitable remainder trust rollover — and how to review a client's charitable remainder trust to determine which option, if any, is the best fit for the client.

June 14: Charitable Optimization
Sponsored by Sterling Foundation Management
Presented by Evan Unzelman.
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. more


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