Explore leveraging trusts and donor-advised funds (DAFs) to solve common income tax and estate planning challenges. This course is free to attend.
No prerequisites required and no advanced preparation required.
Learning Objectives
- After completing this course, you will know how to use trusts and donor-advised funds to handle tax planning issues for your clients and their families.
- You will be able to create clear and actionable strategies using DAFs and charitable remainder trusts (CRTs) that could help reduce your clients’ tax liability.
- You will understand DAF and CRT strategies if a client has them recommended by a financial advisor and they turn to you for guidance.
Register by emailing us: info@riversidewa.com