This webcast is a pre-recorded video presentation. Registration is required. Once completed, you will be emailed access details for the webcast.
Aspiring philanthropists may find themselves navigating complicated and confusing tax restrictions across borders in the hope of making a meaningful charitable donation. In her first STEP webcast, Suzanne Reisman TEP explores options for philanthropically-minded clients seeking to donate to dual qualified charities and the common objectives advisors can be called on to help achieve. Using a hypothetical example, Suzanne details the respective tax relief and restriction options in the US and UK including Gift Aid, income tax charitable deductions, substantiation rules and exemptions.
Suzanne Reisman TEP, Law Offices of Suzanne M Reisman
Suzanne Reisman TEP is a London-based US private client lawyer running her own practice. She is qualified as a US lawyer and as a solicitor of the Supreme Court of England and Wales. She advises both US and UK individuals as well as financial institutions, trust companies, solicitors, accountancy firms, and charities. Suzanne’s practice was named Boutique Firm of the Year at the 2010/11 Private Client Awards and was named Woman of the Year at the 2010 Citywaealth Magic Cirlce Awards. She is a member of multiple STEP Special Interst Groups and is co-Chair of the Philanthropy Advisors SIG Steering Committee.
Cvent Online Event Registration Software | Copyright © 2000-2016 Cvent, Inc. All rights reserved.