Tax Smart Charitable Giving, Especially with Retirement Assets

Professor Hoyt will explain the challenges and solutions for getting income tax deductions from charitable gifts since the 2017 Tax Cuts and Jobs Act, including strategies such as “bunching” gifts with donor advised funds and making qualified charitable distributions (QCDs) from IRAS. He will also explain the new law that permits individuals to transfer up to $50,000 from an IRA to a CRT or to acquire a charitable and gift annuity, and situations when the family gets the greatest benefit from naming a charitable remainder trust as the beneficiary of a retirement account.

Agenda

7:30 AM - Breakfast and Networking

7:55 AM - Announcements and Introductions

8:05 AM - Program Begins

Our Presenter: Chris Hoyt, Professor of Law, UMKC School of Law

Chris Hoyt teaches courses in the areas of federal taxation, business organizations, retirement plans and tax-exempt organizations. Previously, he was with the law firm of Spencer, Fane, Britt and Browne in Kansas City, Mo. He received an undergraduate degree in economics from Northwestern University and dual law and accounting degrees from the University of Wisconsin.

He is currently the chair of the American Bar Association’s Committee on Lifetime and Testamentary Charitable Gift Planning (Section of Probate and Trust) and serves on the editorial board of Trusts and Estates magazine. He is a frequent speaker at legal and educational programs and has been quoted in numerous publications, including The Wall Street Journal, Forbes, MONEY Magazine and The Washington Post.

Recommended for:

• Allied Professionals
• Attorneys
• Boards of Directors
• CPAs
• Consultants
• Estate planning professionals
• Financial Planners
• Nonprofit Staffs
• Trust Officers
• Volunteers

Host or Publisher Mid-America Charitable Gift Planners