American Institute Of Cpas - Personal Financial Planning (pfp)

If you have clients who typically donate between 10k and 50k to charity each year, they may be ideal candidates for the reversionary grantor CLAT (aka simplified CLAT). This planning solution works best in a low interest rate environment.  In this episode of the PFP Section podcast, JG Gassman, CPA/PFS, Rick Peck, and Brad Gornto discuss: What is a reversionary grantor CLAT and how does it work? Who benefits most from this strategy? What are the tax and other advantages of this technique? An example with a client who has a spike in income related to a Roth conversion  Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  Use Broadridge Advisor’s CLAT case study, included with PFP/PFS membership, to explain how a CLAT works. Read the Adviser’s Guide to Financial & Estate Planning and use this as a reference guide as you advise clients. This episode is brought