Video: Annual Professional Advisor Continuing Education 2021

Dr. James shared the Top 10 charitable planning strategies for financial advisors under the new tax law and the SECURE Act. Participants learned to help clients and grow their practice using charitable planning with special tips related to the new tax law.

In this presentation, Dr. James discussed special charitable financial planning opportunities for 2021. Pandemic, market fluctuations, interest rate changes, SECURE Act tax law — the changes never stop! But with change comes opportunity. This combination of circumstances has led to some attractive opportunities for clients with charitable interests. Additionally, Dr. James shared the Top 10 charitable planning strategies for financial advisors under the new tax law and the SECURE Act. Participants learned to help clients and grow their practice using charitable planning with special tips related to the new tax law.

Related Stories

hand holding growing money
Publications September 18, 2023

Helping your Clients Get Organized: Structure Is a Critical Step in Multi-Generational Philanthropy

Learn how Jeff Knauss and his wife use their donor-advised to engage their children in ...

Family sits on porch of new home on Shuart Ave
Stories August 19, 2023

Impact Investing Profile: Home HeadQuarters

A $500,000 Program Related Investment (PRI) to Home HeadQuarters (HHQ) acted as a loan loss ...

Stories August 17, 2023

Impact Investing Profile: Cooperative Federal

A $250,000 secondary capital loan is helping Cooperative Federal expand lending in the Syracuse community.

Stories August 14, 2023

Impact Investing Profile: Pathfinder Bank

Pathfinder Bank tells us how a $500,000 deposit at their new Southwest Branch helped serve ...

Erie Canal
Stories June 23, 2023

Building Bridges of Opportunity

John Winter's legacy as a devoted father, philanthropist, and advocate for marginalized communities lives on. ...

hand holding growing money
Publications June 9, 2023

Giving Back is Good Business

Hear from Pragya Murphy, MBA, CAP®, Senior Philanthropic Advisor, on you can help your clients ...

Woman standing in doorway
Publications May 10, 2023

Planning a Benevolent Exit

Giving Voice Spring 2023: Giving Matters

Bedroom at Elmcrest's new facility
Stories April 20, 2023

Safeguarding a Sanctuary: Elmcrest Offers Mental Health Services to Youth

Originally established as an orphanage in 1845, Elmcrest offered children protection and safety. As time ...

baby sleeping in a crib
Stories April 5, 2023

REACH CNY Assists Families as "Cribs for Kids" Partner

Throughout our lives, we are never as vulnerable as we are in our infancy. It’s ...

hand holding growing money
Publications September 18, 2023

Helping your Clients Get Organized: Structure Is a Critical Step in Multi-Generational Philanthropy

Learn how Jeff Knauss and his wife use their donor-advised to engage their children in ...

Family sits on porch of new home on Shuart Ave
Stories August 19, 2023

Impact Investing Profile: Home HeadQuarters

A $500,000 Program Related Investment (PRI) to Home HeadQuarters (HHQ) acted as a loan loss ...

Stories August 17, 2023

Impact Investing Profile: Cooperative Federal

A $250,000 secondary capital loan is helping Cooperative Federal expand lending in the Syracuse community.

Stories August 14, 2023

Impact Investing Profile: Pathfinder Bank

Pathfinder Bank tells us how a $500,000 deposit at their new Southwest Branch helped serve ...

Erie Canal
Stories June 23, 2023

Building Bridges of Opportunity

John Winter's legacy as a devoted father, philanthropist, and advocate for marginalized communities lives on. ...

hand holding growing money
Publications June 9, 2023

Giving Back is Good Business

Hear from Pragya Murphy, MBA, CAP®, Senior Philanthropic Advisor, on you can help your clients ...

Woman standing in doorway
Publications May 10, 2023

Planning a Benevolent Exit

Giving Voice Spring 2023: Giving Matters

Bedroom at Elmcrest's new facility
Stories April 20, 2023

Safeguarding a Sanctuary: Elmcrest Offers Mental Health Services to Youth

Originally established as an orphanage in 1845, Elmcrest offered children protection and safety. As time ...

baby sleeping in a crib
Stories April 5, 2023

REACH CNY Assists Families as "Cribs for Kids" Partner

Throughout our lives, we are never as vulnerable as we are in our infancy. It’s ...

View More