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Formerly known as Planned Giving Round Table of Arizona


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January Monthly Program - Virtual: Looking Ahead to 2022 - Tax Law Changes

  • 18 Jan 2022
  • 12:00 PM - 1:30 PM
  • Virtual


  • Please contact the admin office for the code: 602-840-2900 X 1 or email
  • Registration must be completed by logging in with the member's credentials and overwriting the registration form with substitute information

Registration is closed

"Looking Ahead to 2022 - Tax Law Changes"


 Russell A. Willis, J.D., LL.M.

 Tax Lawyer

 Freelance Writer



Much has happened in recent months, but in some ways it also feels as though time has stood still. We will talk about recent legislation, IRS rulings and regulations, and court decisions having to do in one way or another with charitable gift planning. We will touch lightly on some and drill down on others.


  • Some unexpected nuances to how the "unlimited" itemized deduction for cash gifts to (b)(1)(A) charities interacts with gifts subject to lower percentage limitations. Should you elect less than all? how much less
  • Strategies to avoid issues of indirect self-dealing and excess business holdings in transferring closely held business interests to a private foundation or a charitable lead trust. Whether forgoing deductions for a transfer to a split interest trust might allow you to escape the private foundation excise tax regime altogether.
  • What strategies are still available for working around the $10k limitation on the deduction for state and local taxes. What the syndicated conservation easement decisions tell us about substantiation.
Huge THANK YOU to this Program's Partner!

Program pre-approved for one (1) PT    CE credit

Program pre-approved for one (1) hr  CE credit

Arizona Charitbale Gift Planners

  602.840.2900 X1

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