Event Description

Navigate the tax advantages of charitable giving with confidence while avoiding costly compliance mistakes. This course covers effective use of donor-advised funds (DAFs) and the documentation requirements CPAs need to support deductions and withstand IRS scrutiny.

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.