Estate Planning & Probate

EPP 2019: Charitable Planning After the 2017 Tax Act


The Tax Cuts and Jobs Act of 2017 made major changes to the country’s tax laws. While the legislation will potentially simplify the filing process for millions of Americans, it may also complicate giving strategies for many who have historically deducted charitable contributions. This session will provide an in-depth look at topics affecting these contributions such as charitable IRA rollovers, legacy IRAs, lifetime CRATs, charitable gifts from trusts and estates, the private foundation investment tax and donor-advised funds in context of the new legislation to help advisors align donor’s philanthropic desires with new giving strategies and opportunities.




SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and take this course for free. Not a TBA member, join now to start saving.

Interesting options for bunching contributions and best vehicles for charitable giving from a tax perspective.

An excellent presentation.

Very informative on New Act

Very good!

Good coverage of TCJA and Charitable giving strategies for itemizers and non itemizers Boost, Bunch and Bypass deduction strategies


This course is no longer available for purchase.

Course InformationHighlights
  • Flexible to your schedule
  • Viewable on desktop or mobile devices
  • Discount for section members
Course Credits Dual Credits: 0.00
General Credits: 1.00
Total Credits: 1

This program will be filed for Tennessee CLE credit. Please email a request to for Georgia and Mississippi CLE credit.