Charitable Giving and Smart Tax Planning
.2 GS CEUs | $30
Presented in English & ASL by Rosemary Bocian
Course Description:
Discover how your generosity and your tax strategy can work together, not against each other. In this insightful webinar, we’ll explore how to support your favorite non-profit organizations while making wise, informed financial decisions. Many people don’t realize that donating interacts directly with the tax code. Understanding these tax rules can help you maximize both your charitable impact and your tax benefits.
Educational Objectives:
Explain the difference between the standard deduction and itemized deductions
Describe how charitable donations are deducted on your taxes under the 2025 tax law updates
List two donation bunching strategies that can be used in tax planning
How This Works
Coursework Process
Watch the content
Receive at least an 80% on the post-webinar quiz (unlimited attempts allowed)
Complete a CEU evaluation form
CEUs are processed on a monthly basis