Smarter Ways to Give - Top 10 Tax Tips for 2021

Live Event: Wednesday, October 13, 2021

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Free for TMS members and non-members

New laws! New regulations! New rules! It can be hard to keep up with all the changes. In this plain language, practical presentation, Russell James, J.D., Ph.D., CFP®, will provide the latest tips on the smartest ways to give in 2021 and beyond. This presentation will cover charitable strategies including the “charitable swap” for appreciated securities, the 100% income deduction, IRA checkbook gifts, qualified charitable distributions, gift bunching, double-counting with the qualified business income deduction, and many other ways to avoid income, capital gains, estate, and gift taxes.

What You Will Learn

  • The best tax-wise strategies for making the biggest impact with your giving
  • A variety of charitable strategies
  • The smartest ways to give in 2021

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About the Speaker

Russell James

Director of Graduate Studies in Charitable Financial Planning, Texas Tech University

Russell James, J.D., Ph.D., CFP® is a professor in the Department of Personal Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review and received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He also holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on charitable giving.

Prior to his career as an academic researcher, James worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for 6 years and later served as president of the college for more than 5 years, where he had direct and supervisory responsibility for all fundraising. During his presidency the college successfully completed two major capital campaigns, built several new debt-free buildings, and more than tripled enrollment.

Dr. James has published research in over 75 peer-reviewed scientific journal articles and has been quoted on charitable and financial issues in a variety of news sources including The Economist, The New York Times, The Wall Street Journal, CNN, MSNBC, CNBC, ABC News, U.S. News & World Report, USA Today, the Associated Press, Bloomberg News and the Chronicle of Philanthropy and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.

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