QCD & Superpowers: Saving Taxes One Distribution at a Time
This Program explores strategic planning opportunities using Qualified Charitable Distributions (QCDs) and Required Minimum Distributions (RMDs). Participants will examine QCD and Charitable Gift Annuity (CGA) strategies, RMD planning considerations, OBBBA MAGI phase-out provisions, and IRMAA implications to help clients coordinate charitable giving, retirement distributions, and income-based tax planning decisions.
"Our best deal is always to become a monthly subscriber"
*Self-Study recording available for IRS CE Credit only (NO CPE)
NASBA Field of Study: Taxes
IRS Program #: 7Q3WU-T-00943-26
CTEC Course #: 6248-CE-00284
Larry Pon
,
CPA/PFS, CFP, EA, USTCP, AEP
Larry has been a tax professional since 1986 with a tax planning, preparation, and representation practice in Redwood Shores, CA. Larry enjoys speaking about tax to tax and financial planning professionals. Larry received his BS in Business Administration with emphases in Accounting and Finance from UC Berkeley and MS in Taxation from Golden Gate University.
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