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Charitable Trusts: Structure, Rules, and Planning

Business

Charitable Trusts: Structure, Rules, and Planning

Course 40402A · 2 hrs · CPA

Charitable giving through trusts offers significant tax advantages, but the rules governing these arrangements require careful attention. Covering federal rules for charitable gifts, the mechanics of charitable trust structures, and annotated sample trust agreements, this course gives CPAs and tax professionals the practical foundation needed to evaluate and support charitable planning strategies. Whether you're advising donors, reviewing trust documents, or coordinating with estate planning attorneys, this course helps you engage with confidence.

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  • Hours: 2
  • Exam questions: 7
  • Eligible for: CPA
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NASBA Area: Finance

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Charitable Trusts: Structure, Rules, and Planning
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About Pacific CPE

Pacific CPE is a NASBA-approved and IRS-approved provider of online self-study continuing professional education (CPE) for CPAs, Enrolled Agents (EAs), and other tax professionals.

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CPAs — CPE credit for state license renewal (NASBA Sponsor #143718).

Enrolled Agents, AFSP participants, and other PTIN holders — IRS continuing education credit (IRS CE Provider #TJTMJ).

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We currently offer 176 active self-study courses in Accounting, Auditing, Business, Ethics, and Taxes. Each course is 2 credit hours and can be read online or downloaded as a PDF, with audio versions available for select courses. Exams are taken online with instant grading, retakes are free, and completion certificates are available immediately in your account.

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