Event Description

Maximize tax benefits while ensuring charitable contributions meet strict substantiation requirements. This course provides practical planning strategies and documentation guidance to help support deductions, reduce risk, and withstand IRS review.

Objectives

Apply planning steps; assess impacts; build a client/company checklist. Apply current federal and South Carolina guidance to common filing, planning, and compliance scenarios. Use checklists and review steps to reduce errors in entity and individual workflows. Identify high-risk positions, documentation requirements, and audit triggers; strengthen workpaper support. Evaluate fact patterns to select treatment, elections, and documentation steps.