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NAIFA-FSP WEBINAR SERIES

Centers_IREAP-3

 

Charitable Planning in 2025

Now is the time for your clients to plan for changes coming soon to charitable giving! Why the rush? New rules enacted by the OBBBA take effect January 1, mean that some opportunities will end on December 31. Walk through a case study with us, and learn what your clients can do now, to make the most of the 2025 rules. This presentation will cover the new rules for:
  • Individual charitable contributions
  • The impact of the new estate tax threshold
  • Business charitable contributions
  • The expansion of the new extra tax on "covered employees" of charitable organizations

You will learn:

  • How the changes to the charitable deduction rules affect your clients, their businesses, and charitable organizations
  • Which planning strategies to consider changing, based on the impact of the new rules
  • What charitable organizations should consider doing if they have “covered employees” under the new rules

REGISTER

This Webinar is Sponsored by 

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Continuing Education & additional information provided below.

Tuesday, September 9, 2025

12:00 pm - 1:00 pm eastern

 

Registration Fee*

 

Live Event:

FREE for Members

FREE for Non-Members

 

CFP Credit: $5

CLE/Legal Credit: $5

CPE/Accounting Credit: $5

Prof. Recertification/PRP (American College) Credit: $5

 

*Registration Fee includes live webinar, presentation material, and access to the archived program

SPEAKERS

Kathleen Bilderback, JD, LLM, AEP

Counsel Sandberg Phoenix

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Counsel Sandberg Phoenix

Kathleen Bilderback, JD, LLM, AEP

Kathleen Bilderback, JD, LLM, AEP joined the law firm of Sandberg Phoenix in 2024 as Counsel in the Business practice group. She specializes in estate, business and executive benefits planning, and estate and executive compensation planning with life insurance. Formerly, she was a member of the Advanced Markets Group of MetLife, where she provided training and advanced underwriting support for the top producers of MetLife and its subsidiaries. Prior to joining GenAmerica Financial (a MetLife company) in 1996, she was in private practice. Kathleen is a nationally recognized speaker and author. She served as National President of the Society of Financial Service Professionals and serves on the Board of Directors of St. Louis Children’s Hospital Legacy Advisors. Kathleen is a former adjunct professor in the LLM program at Washington University’s School of Law.  She was formerly on the Board of Directors of the St. Louis Chapter of NAIFA and was selected as a Registered Player Financial Advisor for the National Football League Players Association. She has presented at the Top of the Table Meeting for the Million Dollar Roundtable and is an annual presenter at the Vistage Executive Summit.

April Caudill, JD, CLU, ChFC, AEP

Director of Business and Advanced Solutions at the Principal Financial Group

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Director of Business and Advanced Solutions at the Principal Financial Group

April Caudill, JD, CLU, ChFC, AEP

April Caudill, JD, CLU, ChFC, AEP (Distinguished) is a Director of Business and Advanced Solutions at the Principal Financial Group, providing tax and legal support for advanced business and estate planning cases. Previously, she worked in advanced planning for two other major carriers and was the managing editor of Tax Facts at the National Underwriter Company. April is a past national president of the Society of Financial Service Professionals and the 2014 recipient of its Kenneth Black, Jr. Leadership Award. She is also a longtime author and a three-time winner of the Ken Black Jr. Journal Author Award in 2002, 2018 and 2020. April was inducted into the National Association of Estate Planners and Councils Hall of Fame in October 2024.

CONTINUING EDUCATION INFORMATION

Educational Level

Intermediate

CE Credits

1 CFP® credit has been applied for.

1 Professional Recertification/PRP (American College) credit has been applied for.

1 CLE (legal) credit has been applied for in those states that accept the webinar format for credit. 
-CLE credit is not available for: PA and RI
-The following states do not have a mandatory CLE requirement: CT, DC, MD, MA, MI, SD

1 CPE (accounting) credit has been applied for.
-CPE Prerequisite: Basic understanding of charitable planning 
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Program Level: Intermediate

National Association of Insurance and Financial Advisors (NAIFA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. 

Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 877-866-2432.

Additional CE Credit Info:
$5.00 fee per credit.

You must participate in the live webinar in order to earn CE credits and must be logged in to the web portion. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, NAIFA will report your credit to the CFP Board for you after the webinar.

Note that state insurance CE credits are not available for this webinar.

ADDITIONAL INFORMATION

 

Registration Info

Upon registration, you will receive a confirmation email from NAIFA as well as a separate email from Zoom with your link to join the webinar.

NAIFA members: When registering, sign in using your email address and password to get the member rate and to pre-populate the registration fields.

 

Presentation Material

Your confirmation and reminder emails will include the link to access the PowerPoint/presentation material.

 

Program Archive

This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. 

Can’t attend the live webinar? Register and you will automatically be sent the recording link.

 

 

 

 

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