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3/21/2023
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When:
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Tuesday, March 21, 2023
12 noon Pacific | 3 pm Eastern
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Where:
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Zoom
United States
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Online registration is closed.
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« Go to Upcoming Event List
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About the webinar...
Do you have clients facing large taxable events or wishing to decrease their taxes? This session explores tax-effective ways to help them donate non-cash assets to charity. Learn about the tax benefits of gifting complex assets such as privately held business interests, restricted stock, real estate, and other appreciated assets to a donor-advised fund. Attendees can expect to: - Learn how to help clients reduce taxes and increase their giving power by donating appreciated assets to charity
- Explore tax-smart strategies and resources to help clients be more strategic with their giving
About the presenter...
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Courtney Tsai, CAP®
Senior Manager, Charitable Strategies Group
Schwab Charitable
Courtney Tsai is Senior Manager of the Charitable Strategies Group at Schwab Charitable. She educates advisors and donors on tax and legal issues associated with complex gifts, and conducts the due diligence review of donated assets. Courtney has extensive charitable gift planning experience, previously serving as Assistant Vice President of Planned Giving at George Washington University and as a charitable gift planner at the University of Chicago, at Pepperdine University, and at the Easterseals National Office. Courtney is a member of and frequent speaker for the National Capital Gift Planning Council and the National Association of Charitable Gift Planners. She holds a Bachelor of Arts from the University of Notre Dame and a Juris Doctor from Pepperdine University School of Law. She is a member of the bar of the District of Columbia and is a Chartered Advisor in Philanthropy (CAP®).
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