LA West San Gabriel/Pasadena DG - Donor Advised Funds (G3072309)

REGISTRATION STATUS: Online Registration for this event is closed. Please contact your Program Associate or Customer Services.

Increase your understanding of charitable giving and learn hands-on how to prepare relevant applications, information and tax forms. Please join us as Anthony Segala shares information on various charitable vehicles, tax matters and regulations.

Date:	Monday, November 09, 2009
Time:	12:30pm - 1:30pm (Registration at 11:30am)
Facility:	Beckham Grill Restaurant, Pasadena
Area:	Pasadena
CPE Credit:	1.0 CPE (Continuing Professional Education)
Instructor:	Anthony Segala
NASBA Subject Area:	Taxes
Delivery:	Group Live
Course Level:	Update
Fee:	$15 CalCPA Members, $20 Nonmembers

Objectives:

Review charitable lead trusts

Understand charitable remainder trusts

Explore donor advised funds

Identify supporting organizations

Major Topics:

Donor funds

Designed for:

CPAs, attorneys who advise thier clients on donor funds.

Prerequisite:

None

Advanced Preparation:

None

Note:

Includes lunch.

Parking fee $1.50.