NAEPC Webinar: Tax Smart Charitable Giving, Especially with Retirement Assets
Presented by National Association of Estate Planners & Councils
Wednesday, August 13, 2025
3:00pm - 4:00pm ET
Speaker: Christopher R. Hoyt, JD, AEP® (Distinguished)
In this intermediate program, Professor Hoyt will explain the changes that The One Big Beautiful Bill Act of 2025 made to the tax laws governing charitable gifts, and their impact on gift-planning strategies. He will also review the strategies that became popular when the 2017 Tax Cuts and Jobs Act made it harder to itemize tax deductions, including "bunching" gifts and using donor advised funds. Finally he will review the highly-advantageous benefits from making qualified charitable distributions (QCDs) from IRAs, including the ability of IRA donors to receive a charitable gift annuity in exchange for their IRA gift.
Christopher Hoyt is a Professor of Law at the University of Missouri (Kansas City) School of Law where he teaches courses in the area of federal income taxation, charitable organizations and retirement plans. Professor Hoyt has served as the Vice-Chair of the RPTE Charitable Group of the American Bar Association and he serves on the editorial board of Trusts and Estates magazine. He is an Academic Fellow at the American College of Trust and Estate Counsel (ACTEC).
Thank you to St. Jude Children's Research Hospital for sponsoring this complimentary webinar!
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This webinar will be hosted through Tradewing, NAEPCs new online community that will be fully-launched in early 2025! By attending you'll have a sneak peek into this new and exciting community, which will also act as host to our monthly webinars. WHEN REGISTERING FOR THIS COMPLIMENTARY WEBINAR YOU WILL BE ASKED TO CREATE A TRADEWING ACCOUNT. PLEASE CLICK THE RSVP BUTTON AND THEN "SIGN UP" IN THE POP-UP WINDOW THAT APPEARS.
REGISTER HERE for the program.
See all upcoming and previous webinars
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The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality,
multi-disciplinary education. Programs are COMPLIMENTARY.
Webinars are offered within the Tradewing online community, which is separate from the NAEPC website. Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend.
Not able to attend on the live date and time? Register anyway and we'll send you a link so you can view the recording at your own convenience.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending if you have any questions with regard to the availability of credit.
Sponsorship
Webinar sponsorship is available, along with other opportunities to support the association. Email sponsorship@naepc.org to be added to the distribution list for opportunities.