Best Practices For Ensuring Income Tax Charitable Deductions

For clients who are charitably inclined, year-end can be a very hectic time. This seminar will help answer questions such as:

When is a gift deemed complete by the IRS?
Do clients need to receive any documents from the charity?
Do clients need to submit any documents to the IRS when claiming a charitable deduction?
What penalties might clients face for non-compliance particularly given recent litigation? 

Besides the rules and case law, we will also look at practical considerations when making gifts during the busiest time of year including giving mutual funds, closely-held stock, or other illiquid assets.

Timothy J. Bresnahan
, JD, Senior Director of Gift Planning, The Chicago Community Trust
Donald Gottesman, JD LLM, Director of Gift Planning, The Chicago Community Trust

Program cost:
CLE Advantage Members/Law Students: $0
CBA Member: $30
Non-member: $60

To register click on “Register Myself” and then “Proceed to Checkout.” You must "Submit Order" in your shopping cart to complete your registration. You will receive a confirmation notice when your registration is complete. 

11/19/2019 12:00 PM - 1:30 PM
The Chicago Bar Association 321 S Plymouth Court Chicago, IL 60604 UNITED STATES
Online registration not available.

** Webcast **
Presented By: The Chicago Bar Association & The Chicago Community Trust
Experience Level: Intermediate
MCLE Credit: 1.5 IL MCLE Credit
Event Type: Seminar

View webcastView Webcast

Sign In