Giving Back & What It’s Worth

BUNDLED COURSES! Doing something good is great, right? Well, the tax implications can get tricky. These courses on charitable contributions, gift tax, and nonprofits will help you get your head around how your clients can do well by doing good.

Buying these three courses as a package will also save you money! Buy all three together and save $8 off the regular price!

Total of 4 CPE credits.

$56.00
  

Course Description

You can click on the individual course titles to see the full description and CPE Details for each. Be sure to come back to this page for your bundle discount!

Here are the objectives for these courses.

The 1 credit course on Charitable Contributions will enable you to:

  • Determine whether a taxpayer has properly made a charitable contribution to a qualified organization
  • Verify whether a taxpayer has properly substantiated their charitable contribution deduction
  • Specify the amount a taxpayer may deduct as a charitable contribution based on the form of the donation

The 1 credit course on Gift Tax will enable you to:

  • Recognize the circumstances that trigger the filing of federal Form 709
  • Apply the narrow but highly impactful set of exemptions to the federal gift tax
  • Explain the relationship between annual gift tax exclusion and the lifetime exemption

The 2 credit course on Nonprofits and Exempt Organizations will enable you to:

  • Identify the difference between a nonprofit and tax-exempt organization
  • Specify some of the main types of tax-exempt organizations
  • Understand tax-exempt organization filing requirements
  • Identify key concepts needed to prepare Forms 990, 990-PF, 990-T, and 4720

If you have already purchased one of these courses and would like to purchase the bundle, please contact Support@DrakeCPE.com.

CPE Facts

Affiliation* CPE Awarded Delivery Method Field of Study Course ID Sponsor ID
NASBA 4 Self-Study Taxes N/A 103137
CTEC 4/0 Self-Study Federal Tax Law N/A 3038
IRS 4 Self-Study Federal Tax Law N/A FQTGU
Texas State Board of Accountancy 4 Self-Study Taxes N/A 002921
Pennsylvania State Board of Public Accountancy 2 Self-Study (Non-Interactive) Taxes N/A

* Individuals with other professional credentials should check with their state licensing board or accrediting organization to determine if this program meets their continuing education requirements.

DrakeCPE Course Policies and CPE Affiliations