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charitable planning

Thursday Insights: Charitable Strategies for Business Transitions

Original price was: $25.00.Current price is: $0.00.

In exit planning timing is everything – and that includes gift planning for charitably inclined owners. Putting the right strategy in place at the right time can reduce taxes and preserve more for exited owners to give to their favorite charities. Leveraging real case studies, we will equip advisors with strategies that integrate wealth, tax, estate, and charitable considerations.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Rudy Flesher CEPA®, CAP®, MFA and Rebecca Gennaro JD, CAP®

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Description

In exit planning timing is everything – and that includes gift planning for charitably inclined owners. Putting the right strategy in place at the right time can reduce taxes and preserve more for exited owners to give to their favorite charities. Leveraging real case studies, we will equip advisors with strategies that integrate wealth, tax, estate, and charitable considerations.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Rudy Flesher CEPA®, CAP®, MFA and Rebecca Gennaro JD, CAP®

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