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The agenda for a typical Charitable Tax Strategies
seminar for prospective donors will be as follows:
- Latest income, gift and estate tax rules.
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How to make taxwise charitable gifts including
outright gifts, life income gifts, and estate gifts.
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Taxwise gifts of appreciated property including
stock or real estate, closely-held stock, insurance policies and other special
gifts.
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How to make charitable gifts and save income and
capital gains taxes and increase your spendable income.
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How to make charitable gifts and receive a
guaranteed income for life.
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How to make taxwise estate gifts through a Will or
Revocable Trust.
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How to make gifts through a Will to increase the
spendable income of surviving family members and provide a magnificent gift
for a charitable organization.
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How to make gifts through a Will and protect against
estate taxation to preserve the estate for family members while providing an
important gift to a charitable organization for a specific period of time.
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Latest Tax Law Changes and Proposals.
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