Strategic Charitable Planning For Clients

This session will cover the basics of charitable tax credits in both a personal and corporate
environment. It will also cover a number of different ways to increase the size of the gift or reduce
the cost for clients

Learning Objectives

Ross Young is the owner of ICP Planning and an expert in philanthropy. He is a CPA, CFP, FEA and a Master Financial Advisor in Philanthropy. He offers holistic planning for business owners and high net worth families. He was treasure of both the Canadian Association of Gift Planners and the CAGP Fdn and in 2021 was gvien the Friend of CAGP Award;

AGN is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.