CeriFi CPEdge

CeriFi CPEdge

Course Detail

Charitable Contributions Planning – 2026 and Beyond   New

CATEGORY: Taxation
COURSE ID: W869T, VERSION 1.00
  Webinar
1 CPE Credits
Level: Intermediate
In the wake of the passage of the One Big Beautiful Bill Act (OBBBA), planning to maximize a taxpayer’s deduction for charitable contributions requires an understanding of both traditional planning techniques and the legislation’s impact on charitable gifts made by individuals and C corporations in 2026 and thereafter. 

We will discuss the new below-the-line deduction for certain charitable gifts made by individuals, and the application of the .5% and 1.0% floors on deductible charitable gifts impacting individuals and C corporations, respectively. We will also examine how traditional planning techniques such as qualified contribution distributions (QCDs) fit in the post-OBBBA planning environment.

THIS WEBINAR IS NOT ELIGIBLE FOR CTEC OR CFP CREDIT. 

Who should attend: Tax advisors and preparers of personal income tax returns or business entity tax returns.

Instructor: Laurie A. Stillwell, CPA
Instructor assignments are fluid and subject to change.

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