CFV Webinar: Planned Giving Options including Charitable Remainder Trusts

Learn about win-win charitable tax strategies with planned giving options including Charitable Remainder Trusts (CRTs). - A CRT generates a potential income stream to you, the donor, or other beneficiaries with the remainder of donated assets going to charities close to your heart! - A CRT can enable you to pursue your philanthropic interests while also helping you with living expenses. Presented by Robert M. Birgen Principal Abridge Partners, LLC Bob has 30+ years of experience solving tax and financial problems for his clients. He was a presenter at the 2001 USC Institute on Federal Taxation on the subject of IRA Distribution Planning. His articles have been published in the Journal of Accountancy and the Los Angeles Business Journal. Bob has also been quoted as a financial expert in the Los Angeles Times. Moderated by Emily Vincent QKC, QKA CFV Board Member President, Douglas M. Farr & Company, Inc As a third-party retirement plan administrator in La Crescenta, Emily works with business owners, financial advisors, and tax professionals to develop effective retirement strategies. In addition, she specializes in taking over distressed plans with compliance shortcomings and has experience preparing the necessary IRS documents to remedy compliance and document failures.

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