September 23, 2021 – Tax Smart Charitable Giving

September 23, 2021 @ 12:00 pm – 1:00 pm
Zoom meeting link will be provided

Tax Smart Charitable Giving with Professor Christopher Hoyt

As peer partners of the Hawaii Gift Planning Council, the Hawaii Estate Planning Council and the Hawaii Community Foundation graciously offered our members and friends an invitation to attend a virtual presentation on Tax Smart Charitable Giving  featuring Christopher Hoyt. Please find the details and link to register below. CE, CFP and CFRE credits available for this presentation
Register here:
Professor Hoyt will examine the challenges of getting tax savings from charitable gifts since the 2017 Tax Cuts and Jobs Act and will describe strategies that can generate tax savings, including “bunching” gifts with donor advised funds and making qualified charitable distributions (QCDs) from IRAs. In addition, Professor Hoyt will illustrate situations when a family can be better off naming a charitable remainder trust as a beneficiary of a retirement account, and when it is better to simply name individuals as beneficiaries.
Christopher R. Hoyt, J.D. is a Professor of Law at the University of Missouri Kansas City School of Law where he teaches courses in the area of federal income taxation and business organizations. Professor Hoyt has served as the Chair of the American Bar Association’s Committee on Charitable Organizations (Section of Trusts and Estates) and is on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow, has been designated by his peers as a “Best Lawyer”, and was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils.
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