Name: The Income Tax Charitable Deduction: What’s Deductible, What’s Not and How to Plan for Lifetime Charitable Gifts
Start: 2024-10-18T10:20:00-0600
End: 2024-10-18T11:20:00-0600

Welcome to the 72nd annual Montana Tax Institute!
We are excited for you to join us for two days of presentations by the nation’s experts in taxation, estate planning, and related topics.

None of this would be possible without the generosity and support of our sponsors. Thank you to our major sponsors US Bank Wealth Management, Montana Community Foundation, First Interstate Wealth Management, First Trust Company, and Ashton Thomas Private Wealth. We are also grateful for the continued support of our event sponsors Crowley Fleck, Wipfli, Bessemer Trust, First Trust Company, and the University of Montana Foundation. Please take the time to visit with sponsor representatives during the conference. It is only with our sponsors’ support that we continue to bring nationally recognized speakers to the Montana Tax Institute.

Thank you for joining us. We look forward to seeing you at the Holiday Inn Missoula (or online!) Friday and Saturday, October 18-19, 2024.

Warmest regards, Dean Elaine Gagliardi and Professor Pippa Browde

Friday October 18, 2024 10:20am - 11:20am MDT

Holiday Inn Downtown Ballroom

This talk addresses the complex rules governing the income tax deduction for charitable contributions. Expect answers to granular questions such as: What are the limitations on amount? What are the substantiation requirements by recipients? And to the bigger picture planning considerations: Why are some lifetime gifts better than bequests? Why are some gifts to charity not deductible at all? This presentation will address it all.

Speakers

Larry Katzenstein

Thompson Coburn, LLP, St. Louis, MO

Larry Katzenstein is a partner at Thompson Coburn LLP in St. Louis, Missouri and practices in the firm’s private client services area with a concentration on estate planning and charitable giving, and representation of exempt organizations. He regularly speaks at American Law Institute... Read More →

Friday October 18, 2024 10:20am - 11:20am MDT
Holiday Inn Downtown Ballroom

General Session

72nd Annual Montana Tax Institute

Larry Katzenstein

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