Date and Time
Location
Special Charitable Planning Opportunities for 2021 & Revealing Research to Motivate Your Clients
with Russell James, J.D., Ph.D., CFP®
Join us virtually to learn Special Charitable Planning Opportunities for 2021 & Revealing Research to Motivate Your Clients!
In this exciting presentation, Dr. Russell James will discuss special charitable financial planning opportunities for 2021. Pandemic, market fluctuations, interest rate changes, SECURE Act tax law changes — the changes never seem to stop! But with change comes opportunity. This combination of circumstances has led to some attractive opportunities for clients with charitable interests. Additionally, Dr. James will share the Top 10 charitable planning strategies for financial advisors under the new tax law and the SECURE Act. You will learn to help your clients and grow your practice using charitable planning with special tips related to the new tax law.
Key Take-Aways:
• Review strategies available to help clients take advantage of these special one-time opportunities
• Learn the latest words, phrases and conversation strategies that are most effective in communicating with donors during times like this.
• Learn how to provide tremendous benefit to clients, while improving their assets with charitable planning.
• Topics will include gifts from retirement plans, gifts of appreciated assets, the use of private foundations and life insurance.
Russell James, J.D., Ph.D., CFP® is a chaired professor in the Department of Personal Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review and received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He also holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on charitable giving.
Prior to his career as an academic researcher, Dr. James worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for 6 years and later served as president of the college for more than 5 years, where he had direct and supervisory responsibility for all fundraising. During his presidency, the college successfully completed two major capital campaigns, built several new debt-free buildings and more than tripled enrollment.
Dr. James has published research in over 40 different peer-reviewed scientific journals and has been quoted on charitable and financial issues in a variety of news sources including The Economist, The New York Times, The Wall Street Journal, CNN, MSNBC, CNBC, ABC News, U.S. News & World Report, USA Today, the Associated Press, Bloomberg News and the Chronicle of Philanthropy. His financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.
TO REGISTER FOR THIS EVENT, YOU MUST FIRST CREATE A FREE ZOOM ACCOUNT USING YOUR EMAIL ADDRESS.
2 hours of continuing education credit are APPROVED for the following:
• Life & Health Insurance Certification (CE) provided by Society of Financial Service Professionals of CNY, Inc.
• Certified Financial Planners (CFP) provided by Financial Planning Association (FPA) of CNY
• Continuing Legal Education (CLE) provided by Mackenzie Hughes, LLP– Difficulty of the course is appropriate for both newly admitted and experienced attorneys. Credits are in the category of Areas of Professional Practice.
• Continuing Professional Education (CPE) provided by Bonadio & Co., LLP – see below
Bonadio & Co., LLP – NASBA Sponsor # 112853
Learning Objectives: After this course, participants will be able to:
- Review strategies available to help clients take advantage of these special one-time opportunities.
- Learn the latest words, phrases and conversation strategies that are most effective in communicating with donors during times like this.
- Learn how to provide tremendous benefit to clients, while improving their assets with charitable planning.
- Topics will include gifts from retirement plans, gifts of appreciated assets, the use of private foundations and life insurance.
Program Level: Update
Prerequisites: N/A
Advanced Preparation: N/A
Instructional Delivery Method: Group Internet-Based (ZOOM)
Recommended CPE Credits: 2 CPE, Taxes
Refund/Cancellation Policy (if applicable): If a program must be canceled, Bonadio & Co., LLC will notify all registered participants as soon as cancellation is known by e-mailing the address registered. Bonadio & Co., LLC will also put a notice of cancellation on its website for courses offered to outside participants. If the program is canceled, a full refund will be issued. If a participant cancels prior to the published registration deadline for the event, a full refund will be issued.
Complaint Policy: For each program, Bonadio & Co., LLP will provide the contact information for the presenters and reviewers and communicate that all questions, concerns, or complaints be directed here. Bonadio & Co., LLP will reply to all such communications in a timely fashion. For more information regarding administrative policies such as complaint and refund, please contact our Professional Excellence Division at (585) 662-2228.
NASBA Statement: Bonadio & Co., LLP 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: www.nasbaregistry.org.
A certificate of attendance will also be provided for PACE reporting for CAP, ChFC and for other self-reported continuing education such as CWS designations. CLE credits will be awarded by Mackenzie Hughes LLP, a NYS CLE Accredited Provider; CPE credits will be provided by Bonadio & Co., LLP. Nonmembers of the Financial Planning Association will need to provide their CFP number and the last four digits of their social security number at the time of the event to receive CFP continuing education credits.
For additional information on this program and CE credits, please email Pragya Murphy at pmurphy@cnycf.org.
TO REGISTER FOR THIS EVENT, YOU MUST FIRST CREATE A FREE ZOOM ACCOUNT USING YOUR EMAIL ADDRESS.