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FREE STRATEGY HOUR  ·  1 CPE CREDIT AVAILABLE

Medical Device Charitable Donation
How High Income Clients Use the Medical Device Charitable Donation Strategy to Maximize Itemized Deductions

 Date-Time-Icon-Violet - (344x317)Wednesday, September 23rd, 2026  |  12PM EST/ 9AM PT

Troy Thomas Headshot- Light Blue Circle

Troy Thomas
Owner
Life Impact Partners

Dave Headshot- Light Blue Circle

Dave Lukas 
CEO
TaxPlanIQ

Join us for a live, one-hour session where we walk you through everything you need to know about the Medical Device Charitable Donation

Save Your Seat
1 CPE
Credit Available
60 min
of Live Learning
Free
to Attend

What You'll Learn

In this session, we’ll cover:

Violet Checkmark - Rounded (1)What the Medical Device Charitable Donation strategy is

Violet Checkmark - Rounded (1)How the Medical Device Charitable Donation strategy differs from other strategies for high-income earners

Violet Checkmark - Rounded (1)The ideal client profile for this strategy

Violet Checkmark - Rounded (1)Clients who may not be a good fit for this strategy

 Violet Checkmark - Rounded (1)If the strategy can be used year after year, or if it’s a one-time use

Violet Checkmark - Rounded (1)How to implement this strategy from start to finish

Violet Checkmark - Rounded (1)How it's reported on the tax return

Violet Checkmark - Rounded (1)Where this strategy falls on the audit-risk spectrum

Violet Checkmark - Rounded (1)Your role as the accountant and what Life Impact Partners handles for you

About Your Hosts

Meet The Experts

Dave Headshot- Light Blue Circle

Dave Lukas 

CEO of TaxPlanIQ

Dave M. Lukas is the CEO of TaxPlanIQ and Founder/Host of the Misfit Entrepreneur Podcast. His companies have been on the Entrepreneur 365 and INC 5000 List and have done business in over 50 countries. Dave is also a best-selling author and he has been featured on radio, TV, and many top trade publications such as Forbes, INC, Yahoo! Finance, BTN, BTE, and others. In his free time, Dave loves to run and is an accomplished endurance athlete achieving a ranking of Top 3% in the world in Ironman and has competed throughout the globe and in the Ironman World Championships. 

Troy Thomas Headshot- Light Blue Circle

Troy Thomas

Owner of Life Impact Partners

Troy Thomas is a tax planning professional and owner and partner of a nationally recognized CPA firm with more than 100 offices throughout the United States, where he advises business owners and high-net-worth individuals on advanced tax strategies that minimize liability and support long-term financial goals.

He architected the Medical Device Charitable Donation Program, which he structured to create compliant, tax-efficient charitable giving opportunities for donors while directing valuable medical equipment to nonprofit organizations. Troy is also a lifelong entrepreneur who has founded, acquired, and operated 39 businesses and currently owns 12 active companies, giving him a practical, real-world lens on the tax and business challenges his clients face.

Ready to learn about the Medical Device Charitable Donation?

Wednesday, September 23 · 12 PM EST / 9 AM PT · Free · 1 CPE Credit

Disclaimer: TaxPlanIQ provides tax strategy education and due diligence analysis for informational purposes only and does not provide taxpayer-specific tax or legal advice or approve implementation for any taxpayer. Tax outcomes depend on the specific facts, structure, documentation, execution, and applicable authority, and advisors are responsible for independently evaluating each strategy and its suitability for their clients. Strategies should not be recommended or implemented based on this presentation alone.