Webinar - The Countdown is On: Year-End Charitable Tax Strategies

Oct 19, 2017
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With only a couple months left in the calendar year to secure charitable deductions for 2017, how will you help your clients maximize their charitable impact and minimize their income tax burden?


Any potential tax reform measures (or changes to the charitable deduction) are not yet clear, but your clients are likely looking to you for guidance.


This presentation will cover year‐end tax considerations and charitable planning opportunities to discuss with your clients.


You’ll get an overview of the benefits of charitable gifting, tax planning strategies in years of unique income and review important contribution deadlines for qualifying for income tax charitable deductions.


Earn 1 hour of CE Credit CFP, CIMA, CIMC, and CPWA)


Discussion Highlights

  • Strategies for year-end tax and charitable planning opportunities under the current law

  • Review of the potential impact reform could have on federal income taxes, including the charitable contribution deduction

  • Understand the planning impact of the overall limitation on itemized deductions as well as carry-forward rules


Anne Bucciarelli

Anne Bucciarelli, CFA
Director, Wealth Strategies

Alice Joe

Alice Joe, CPA, CFA
Vice President, Government Relations
Fidelity Investments

Jacqueline Valouch

Jacqueline Valouch, JD
Vice President, Eastern Divisional Manager
Fidelity Charitable