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Cannon Financial Institute
Courses

Charitable Trust Tax Workshop

This course is designed for people who have responsibility for preparing and reviewing tax returns for private foundations, supporting organizations, Section 4947(a)(1) trusts, charitable remainder trusts, charitable lead trusts and pooled income funds.

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Charitable Trust Tax Workshop
  • Available settings
    On-Campus, Online, 5 Weeks
  • School
    Tax

Participants receive both comprehensive coverage of the relevant laws and regulations as well as practical hands-on learning including case studies, quizzes, and examples to apply the knowledge gained during the class.

Areas of Study Include:

  • Charitable giving overview
  • Understanding IRC 501(c)
  • Supporting Organizations
  • Private Operating Foundations
  • Computing the private foundation Net Investment Income Tax
  • Excise (Penalty) Taxes
  • Unrelated Business Income
  • Filing requirements
  • Private Foundation Case Study
  • Split-Interest Trusts
  • Charitable Remainder Trusts (CRT)
  • Charitable Lead Trusts (CLT)
  • Pooled Income Funds
  • Charitable Remainder Unitrust Case Study
 

Many professionals satisfy Continuing Education and/or Continuing Legal Education requirements with this course. Rules for CE and CLE approval are time-sensitive and vary by designation and state. We encourage early registration in order to allow for ample processing (request for credits may not be available after course completion).

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