Tax-Efficient Charitable Giving for Entrepreneurs and Impactful Philanthropy



Join first, then login to BHBA+ to access this program.

Credit Details
Credit Hours:
Specialty Area:
Estate Planning, Trust and Probate Law
Credit Type:
Original Air Date:
February 20, 2024
Accredited In:

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. 

About the Program

Explore the power of “Tax-Efficient Charitable Giving for Entrepreneurs” at the Beverly Hills Bar Association. This dynamic presentation will help you guide entrepreneurial clients—whether founders of family businesses or owners and investors in large enterprises—towards impactful philanthropy. Explore strategic approaches for outright giving and life income gifts, utilizing assets like cash, appreciated securities, business interests, and real estate. Enhance your expertise to help clients amplify their legacy, minimize tax exposure, and preserve wealth for future generations.

Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.

This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.

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