CPA - medium firm
CPA - large firm
Enrolled Agent
Other
This session will review key compliance considerations in the formation and administration of charitable remainder trusts. Topics will include suitability, selecting the proper CRT format, CRT design and implementation, and administration.
Learning Objectives:
- Identify which CRT format is most suitable for a client;
- Identify key design considerations when creating and implementing a CRT
- Apply compliance considerations to day-to-day CRT administration
Ted Batson
CapinCrouse, LLP
Partner, Tax Counsel
[email protected]
(317) 885-2620 x1150
A certified public accountant and licensed attorney, Ted advises exempt organizations of all sizes on a wide range of issues, including tax and employee benefit related matters, representation before state and federal tax authorities, and assistance with firm audit or advisory engagements to formulate advice and counsel on important operating and tax issues. Ted also assists clients with general tax issues, unrelated business income, charitable solicitation, compensation planning and reporting, and missionary employment structures. Prior to joining CapinCrouse, Ted served as Executive Vice President of Professional Services at Renaissance Administration LLC.
About Our Presenter
As a result of this extensive experience, CapinCrouse has a deep understanding of nonprofit operations and know the ever-changing needs and the importance of financial accountability in this unique environment.
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