CPGR Luncheon Program - November 2008
Almost Everything Gift Planners Need to Know About Income Taxes
Marc Carmichael, J.D. - President, R&R Newkirk Company
Thursday, November 13, 2008
11:00 a.m. - 1:15 p.m. (11:00 a.m. - registration/ 11:30 a.m. Lunch/Noon Presentation)
Central Location - 1st & University, Denver
$40.00 CPGR members: $55 non-members
Register online here.
Program Description
This program will cover the most important income tax concepts, vocabulary and strategies that gift planners need to know. Emphasis will be on individual taxation, but the session will also cover income taxation of trusts, estates and businesses. This program goes beyond the charitable giving tax rules and provides important background on areas that affect gift planning, directly or indirectly. What are the four basic strategies for reducing income taxes - and how can they all be used in charitable gift planning? How do depreciation deductions affect a donor's gift of a building? What determines whether business owners should make gifts personally or through their businesses? Gift planners don't have to be tax attorneys to be effective in working with donors, but they do need to be "tax literate" - to know the basics of federal income taxes, so they can recognize and understand donors' tax problems - and tax-saving opportunities available through gift planning. Attending this session will make attendees more comfortable in talking with donors and advisers about tax problems, and may even help planners reduce their own taxes!
Marc Carmichael, J.D., President - R&R Newkirk Company
Marc Carmichael, J.D., is president of the R&R Newkirk Company and has worked nearly 30 years in the field of charitable gift planning. R&R Newkirk publishes the Charitable Giving Tax Service, a four-volume reference library on planned giving and charitable estate planning, "The Advisor" charitable estate planning newsletter and "The Federal Tax Pocket Guide for Advisors and Planners." His company also provides gift planning training and promotional literature for hundreds of organizations. Marc is a graduate of the Indiana University School of Law and is a member of the Indiana State Bar Association. He was the 1998 president of the National Committee on Planned Giving and served on the board of directors of the Chicago Planned Giving Council. He has spoken at national fundraising conferences, the Ohio CLE institute, numerous professional advisor conferences and the National Conference on Financial Planning. He was chair of the 1996 National Conference on Planned Giving (NCPG) in Chicago and chaired the NCPG editorial advisory committee, which publishes The Journal of Gift Planning, from 1999-2003. In 2005 he received the Russell V. Kohr Memorial award for excellence in gift planning from the Chicago Council on Planned Giving.
Register online here.
Refund Policy:
Refunds, less a $5 administrative fee, will be given if requested five or more days prior to the program. No refunds will be given after that time.
Thanks to our Sponsor!
