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The Tools & Techniques of Charitable Planning 2nd Edition
Stephan R. Leimberg
James R. Allen, Jr.
Johnine R. Hays
JJ McNab
Roger L. Shumaker
Wesley Yang
Randy L. Zipse
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The Tools & Techniques of Charitable Planning 2nd Ed
Stephan R. Leimberg,
James R. Allen, Jr., Johnine R. Hays,
JJ McNab, Roger L. Shumaker, Wesley Yang, Randy L. Zipse


ISBN:
978-0-87218-936-2
Format: Paperback, 416pp
Pub. Date: 2007

List Price: $94.95
Student Price: $80.71 (Save 15%)
Desk/Review Copy: $0.00 (Request)
Click the "Apply Coupon" button upon checkout to receive your discount.

 

 

Product Details:
ISBN:
0-87218-292-4
Format: Paperback, 369pp
Pub. Date: 2001

List Price: $92.60
Student Price: $78.71 (Save 15%)
Desk/Review Copy: $0.00 (Request)
Click the "Apply Coupon" button upon checkout to receive your discount.

 

 

Instructor Support Materials for 1st Edition
 

Enable your students to reap the rewards of the lucrative charitable planning market. They will harvest an understanding of: why people give to charities; the features and benefits of many charitable giving plans; and the legislation that governs charitable giving. Numerous charts, graphs, and tables explain everything from the basic charitable deduction rules to the most complex charitable giving techniques.

Complete with the broadest coverage of charitable giving vehicles & techniques, this title covers:

  • Income rules and limits in easy-to-understand language

  • Emphasis on critical valuation uses and potential ethical pitfalls

  • Charitable giving software and technology issues

  • Private vs. community foundations

  • Charitable annuities, trusts, funds, and life insurance

2nd Edition consists of the latest coverage on continued IRS scrutiny of tax-exempt organizations, continuing congressional reforms directed toward tax-exempt organizations, mounting number of restrictions directed toward charity-owned life insurance (CHOLI), and prohibitions against tax-exempt organizations being involved in tax shelters-a knowledge base your students will find useful long after the course ends.

"In each of our books we had one major goal in mind: To create the single best source of up-to-date, pragmatic and transferable information on the topics you need to help others." -Stephan R. Leimberg

 

 

 
 
 
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Note: Academic support materials are not approved for use in filing state Continuing Education courses.
Tools & Techniques publications are filed for CFP® and state Continuing Education credits. To view the full course list, as well as hours 
 please click on the CE Course and E Learning link above.
 
© Copyright 2006 The National Underwriter Company. All Trademarks belong to their respective owner. Certified Financial Planner Board of Standards Inc. owns the marks of CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo) ®, which it awards to individuals who successfully complete initial and ongoing certification requirements.