On-Demand: Donor Advised Funds - Pros Cons and Gotchas
Available Until
Self-Study
1.0 Credits
Member Price $35.00
Non-Member Price $50.00
Overview
Learn the Pros & Cons of Donor-Advised Funds (DAF), as well as the hidden 'gotchas' to watch out for. During this session, you'll also learn which clients may be ideal candidates for a DAF.
Highlights
Objectives
At the end of this course, you will be able to
• Identify the benefits and drawbacks of Donor Advised Funds
• Recognize key factors that may impact your clients who qualify for Donor Advised Funds
Identify how to structure giving in the Donor Advised Fund to maximize savings.
Leader(s):
Leader Bios
Bruce Hosler, EA, CFP, CPWA, AIF, CEPA, Hosler Wealth Management, LLC
Bruce Hosler EA, CFP® is a Personal Wealth Manager for financially successful retirees and widows. As an Enrolled Agent and a Certified Financial Planner, Hosler combines his knowledge and experience of both disciplines to provide advanced tax, financial planning and wealth management services. He specializes in IRA and retirement planning issues and is a member of Ed Slott’s National Elite IRA Advisor Group. Hosler has lived and practiced in Prescott since 1997.
Non-Member Price $50.00
Member Price $35.00