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
 

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.

 

IMMEDIATE 2023 Tax Savings Opportunity for Key Client Demographic (HABU)
(July 2023)
Meet the iCLAT 
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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.

 

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.

 

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

 

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.

 

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

 

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

 

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)

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*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)

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)