Income tax charitable deductions from blue collar to billionaires. 5 October 2022

Host group
Host Left
Hosted by
STEP Orange County
Event Type

Pacific Club
4110 MacArthur Boulevard
Newport Beach, CA 92660
United States of America

This session will begin with an overview of the percentage limitations and the substantiation rules and then proceed to discuss the structure and income tax consequences of charitable gifts of securities, closely held business interests (C corporations, S corporations, partnerships), retirement plans, artwork and collectibles, bitcoin, stock options, deferred compensation, life insurance, bargain sales, real estate, charitable gift annuities, donor advised funds, intellectual property, and cars, boats, and planes. If time allows, we will also review the use of charitable remainder trusts and charitable lead trusts.

Both in-person and virtual attendance is available.

Click here for a full description of the presentation.

Cost group
Event Cost
US Dollars
In-person attendance: Members
US Dollars
In-person attendance: Non-members
US Dollars
Virtual attendance
Payment Options
Credit card
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