Presentations-Slidedecks-Webinars | iCLAT

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Past Presentations & Webinars

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Charitable Gift Planning from the Unique Perspective of Allied
Professionals:
- Opportunities Abound for Both Clients & Advisory Relationships -
(Brevard Estate Planning Council - November 2024)
*Click Here for the Slide Deck from the Presentation

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Opportunities Abound - Charitable Planning from the Unique Perspective of Estate Planning Professionals:
(Estate Planning Council of the Fun Coast - September 2024)
*Click Here for the Slide Deck from the Presentation

Generate IMMEDIATE Tax Savings from Future Annual Charitable Gifts
- A Compelling Tax Mitigation Strategy -
(CPA Academy - September 2023)
Click Here for the Slide Deck from the Presentation

Click Here for REPLAY of Webinar Video Presentation

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A Compelling Tax Mitigation Strategy: Generate IMMEDIATE Tax Savings from Future Annual Charitable Gifts (Financial Experts Network) (August 2023)
-Meet the iCLAT-
*Click Here for the Slide Deck from the Presentation.

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IMMEDIATE 2023 Tax Savings Opportunity for Key Client Demographic (HABU)
(July 2023)
Meet the iCLAT
*Click Here for the Slide Deck from the Presentation.

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Tremendous IMMEDIATE Tax Savings Opportunity for Clients (AiCPA) (March 2022)
Meet the iCLAT
*Click Here for the Slide Deck from the Presentation.

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Mid-Iowa Presentation (March 2022)
Meet the iCLAT - Help Donors/Clients Benefit From IMMEDIATE Tax Savings for Their Future Annual Gifts
*Click Here for the Slide Deck from the Presentation.

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Advisors in Philanthropy (AiP) (November 2021)
Meet the iCLAT - Help Clients Generate IMMEDIATE Tax Savings
*Click Here for the Slidedeck from the Presentation.

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Los Angeles Charitable Gift Planners (CGP) (September 2021)
Meet the iCLAT - Help Donors/Clients Benefit From IMMEDIATE Tax Savings
*Click Here for the Slidedeck from the Presentation.

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Financial Experts Network (September 2021)
Power of Coupling iCLATs & DAFs Without "Bunching"
*Click Here for the Slidedeck from the Presentation.

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2021 Presentation: iCLAT Essentials for Professional Advisors ( July 2021)
*Click Here for the Slidedeck from the Presentation.

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2020 Webinar Series: iCLAT Essentials for Professional Advisors (August 2020)
Click the above link to view the full webinar.
Click Here for the Slidedeck from the Webinar.

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2020 Webinar Series: iCLAT Essentials for Charities (June 2020)
Click the above link to view the full webinar.
Click Here for Slidedeck from the Webinar.

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iCLATs Essentials - What is it? How does it work? Why now? When does it work best?"
*Click Here for the Slidedeck from the Presentation. (March 2020)

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iCLATs - Don't Wait for Your Charitable Deduction
Presented to: 10th Annual Planned Giving Symposium
for the Planned Giving Council of Northeast Florida (Feb 2020)

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Benefits of Integrating Charitable Planning in Your Advisory Practice
Presented to: 2019 UFAN Exclusive Gator Gathering (Sept 2019)
(iCLAT content found on pages 11 to 22)

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Compelling Planning Ideas for New Era of Charitable Planning
Presented to: Estate Planning Council of NE Florida (Sept 2019)
(iCLAT content found on pages 7 to 19)

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