The Art of Giving: Taxes, Business Interests & More


The idea of strategizing charitable and planned giving among current and potential donors is nothing new to nonprofit organizations. Unlock the latest charitable tax planning strategies in light of anticipated changes in federal law and rising interest rates, including qualified charitable distributions, charitable gift annuities, and charitable remainder trusts.  We will also address the topic of charitable gifts of illiquid assets like closely held business interests as part of a succession plan for individuals who may be selling their businesses or transferring control to the next generation before year-end.

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