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Self-Study Courses

Charitable Contribution Deduction: Rules & Changes

1 CPE Credits $65.00/credit hour Friday, July 17, 2026 · 1:00pm PT / 4:00pm ET

The Inflation Reduction Act (IRA) represents the most significant investment in the Internal Revenue Service in decades, fundamentally reshaping the future of tax administration, enforcement, and taxpayer services. This online course provides tax and accounting professionals with a clear, practical analysis of how the IRS is deploying approximately $80 billion in funding—and what those changes mean for practitioners and their clients. Participants will examine how the IRS is modernizing technology, expanding compliance and enforcement initiatives, and enhancing taxpayer services, while also addressing the real-world impact of proposed budget rollbacks and workforce reductions. Designed for professionals who need timely insight into regulatory shifts, this webinar equips attendees with the knowledge to anticipate IRS priorities, advise clients proactively, and navigate increased compliance expectations with confidence.

Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2029 to receive credits. NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card

Publication Date: July 2026

Designed For
This course is designed for professionals who advise individuals or businesses on charitable contribution deductions and want to stay current on substantiation, reporting, and enforcement trends.

Topics Covered

  • Cash versus non‑cash charitable contribution substantiation requirements
  • Appraisal and valuation rules for donated property
  • Form 8283 reporting and compliance considerations
  • Recent legislative changes impacting charitable contributions
  • Temporary and special rules for food inventory donations
  • Qualified charitable distributions (QCDs) from IRAs
  • Charitable contribution abuse schemes
  • IRS civil and criminal consequences
  • Case studies and practical examples

Learning Objectives

  • Apply substantiation requirements for cash and non‑cash charitable contributions
  • Determine when a qualified appraisal is required for donated property
  • Differentiate rules applicable to food inventory contributions and qualified charitable distributions
  • Evaluate the impact of recent legislative changes on charitable contribution deductions
  • Identify charitable contribution deduction schemes and related IRS enforcement actions
  • Analyze potential civil and criminal consequences associated with improper charitable contribution claims

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (1 hour)

Program Prerequisites
None

Advance Preparation
None

Instructor

Susan Harper

Susan Harper, Certified Fraud Examiner, began her career as an Internal Revenue Agent with the Internal Revenue Service in 1988. She joined the first Abusive Tax Avoidance Transaction group in 2002 before becoming a Fraud Enforcement Advisor in 2008 through 2021 where she helped other auditors, who identified first indicators of fraud in their examinations. Later, Susan joined Research, Applied Analytics, and Statistics in 2021 and recently retired as the Technical Advisor to the Chief Operating Officer. Susan has been instructing CPE seminars for 25 years and looks forward to interacting with her audience for many years to come.
$65.00 / 1 CPE
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