Welcome Guest! ( register | login )

Search:  
CCH Testing Center

Download RSS feed here:

Customer Service

Product Information or Technical Support:
800-344-3734

Billing and Account Issues:
800-449-6439

For more information regarding administrative policies such as complaint resolution and refunds, please contact customer support at:
800-344-3734
http://support.cch.com

Course Information

[click to return to the previous page]
CCH CPE Podcast: Sophisticated Charitable Giving by Individuals
August 2007
Sidney Kess and Barbara Weltman
Courseware:
 
Downloadable Podcast MP3s
Place your cursor over the title of the podcast. Right click on the title of the podcast and choose "Save Target As..." to the download the podcast to your PC
 
High Quality: 192 kbps
CCHPODCAST_CharitableGiving.mp3 (49MB)
 
Low Quality: 128 kbps
CCHPODCAST_CharitableGiving_low.mp3 (32MB)

Podcast MP3 Audio Player
Click on the Play button to start the streaming audio for this podcast. You may pause your podcast at any time to refer to the Study Questions within the Study Guide. You can use the audio player below to listen to the podcast:
 
 
Podcast PDFs
Study Guide
CCHPODCAST_CharitableGiving_studyguide.pdf (258KB)

Final Exam
CCHPODCAST_CharitableGiving_finalexam.pdf (158KB)

Course Description:
This CCH CPE Podcast focuses on sophisticated charitable giving techniques for individuals. These techniques go beyond outright donations of cash and property, enabling donors to retain some benefit from their gift or have a say in how the funds are used.

Topics covered include:

  • Deferred Gift Annuities

  • Charitable Remainder Trusts (CRTs)

  • Pooled Income Funds

  • Charitable Lead Trusts (CLTs)

  • Private Foundations

  • Donor-Advised Funds

The course also covers important cases, regulations, rulings and other IRS pronouncements that can be useful for your clients and help you in your practice.

CPE Exam Details
Price: $35.00
[click to enroll in this course]
Credits:  1 CPE
Field of Study:  Taxes
Prerequisites:  None
Level:  Update
To view and print downloadable content files available in this program, you will need Adobe Acrobat Reader. You can download the free Reader plugin at Adobe's website by clicking on the icon below, then following the instructions for installation on your computer.
[click to download acrobat reader]
Credit Available For: Units
CPE 1 CPE
QAS 1 CPE
Enrolled Agent (Accepted by the IRS) 1 CPE
Law (Accepted by the State Bar of California) 1 CPE
Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.

CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.