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.