Charities and IRAs: Coming Together Through Qualified Charitable Distributions (QCDs) - Lawline

September 2026 

Comment: The presenter tackled a difficult subject area and help to clarify.

Charities and IRAs: Coming Together Through Qualified Charitable Distributions (QCDs) - Lawline

June 2026 

Comment: Excellent presentation well structured with lots of good resources provided. Also good that it looked at the issue from the donor and from the charities point of view, as well as from the point of view of anyone doing fundraising for a charity. Quite useful.

Charities and IRAs: Coming Together Through Qualified Charitable Distributions (QCDs) - Lawline

June 2026 

Comment: Excellent presentation. Great advice on engaging clients with charitable giving.

Charities and IRAs: Coming Together Through Qualified Charitable Distributions (QCDs) - Lawline

March 2026 

Comment: It was a very informative seminar as I’m getting close to dealing with these exact issues…than you.

Charities and IRAs: Coming Together Through Qualified Charitable Distributions (QCDs) - Lawline

March 2026 

Comment: I like how the speakers voice was so well modulated and how she made graphs and tables palatable.

Charities and IRAs: Coming Together Through Qualified Charitable Distributions (QCDs) - Lawline

November 2025

Comment: Written examples very useful.

Charities and IRAs: Coming Together Through Qualified Charitable Distributions (QCDs) - Lawline

November 2025

Comment: Excellent, thorough survey of making qualified charitable distributions from IRAs. Ms. Jason goes into the minutest detail as to this straightforward process with very limiting rules (types of accounts that can be used, types of organizations that can receive, time limits, reporting requirements at tax time, mistakes to avoid) and all the ways it can be defeated. The presentation is full of clarifying examples.

Charities and IRAs: Coming Together Through Qualified Charitable Distributions (QCDs) - Lawline

November 2025

Comment: Excellent presenter, who clearly explained the concepts while also emphasizing the importance of choosing a QCD carefully based on specific needs of the client. Using voice only without video actually helped me process the material better.

Charities and IRAs: Coming Together Through Qualified Charitable Distributions (QCDs) - Lawline

November 2025

Comment: Great class!

Charities and IRAs: Coming Together Through Qualified Charitable Distributions (QCDs) - Lawline

November 2025

Comment: very-knowledgable presenter.

Charities and IRAs: Coming Together Through Qualified Charitable Distributions (QCDs) - Lawline

November 2025

Comment: Likely to do a QCD in next year.

SEC Disclosure Tool (Form CRS) Helps Attorneys With Their Due Diligence When Referring a Financial Adviser to a Client - Lawline

01/11/2024 to 04/11/2024

Rating: 96.98%
Views: 400
Comments: Excellent course important information.

SEC Disclosure Tool (Form CRS) Helps Attorneys With Their Due Diligence When Referring a Financial Adviser to a Client - Lawline

10/11/2023 to 01/11/2024

Rating: 96.79%
Views: 377
Comments:
-A wealth of information is in this presentation.
-Thank you for a well prepared course.
-Very clear materials and presentation. Helpful.

SEC Disclosure Tool (Form CRS) Helps Attorneys With Their Due Diligence When Referring a Financial Adviser to a Client - Lawline

07/11/2023 to 10/11/2023

Rating: 96.9%
Views: 358
 Comments: Utter perfection. Concise, actionable, and informative. All presentations on this platform should be measured against this one.

SEC Disclosure Tool (Form CRS) Helps Attorneys With Their Due Diligence When Referring a Financial Adviser to a Client - Lawline

04/11/2023 to 07/11/2023

Rating: 97.23%
Views: 328
 Comments: Important information

SEC Disclosure Tool (Form CRS) Helps Attorneys With Their Due Diligence When Referring a Financial Adviser to a Client - Lawline

01/11/2023 to 04/11/2023

Rating: 97.92%
Views: 243
 Comments: I find this information highly useful for my personal use in considering doing business with financial institutions.

SEC Disclosure Tool (Form CRS) Helps Attorneys With Their Due Diligence When Referring a Financial Adviser to a Client - Lawline

10/11/2022 to 01/11/2023

Rating: 99.22%
Views: 129
 Comments:
-Very informative |
-BROUGHT INTO FOCUS ISSUES I HAD NOT THOUGHT ABOUT