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ENGAGE 2017


ENG1712 - Beyond Cash: Planning Strategies for Complex Charitable Contributions


Jun 13, 2017 7:00am ‐ Jun 13, 2017 7:50am

Standard: $49.00

Description

One of the best ways to enhance a client’s holistic financial plan and charitable giving strategy is to identify the best assets to give and the right time to donate them. Charitable donations of complex assets – such as private equity, restricted stock, limited partnership interests, real estate and other non-publicly traded assets – often provide the most tax-efficient way to support charitable causes. Join this session to evaluate this often under-utilized approach to charitable giving and review case studies highlighting key strategies. Key highlights include:

  • Why. Discover why complex assets are the most tax efficient way to give
  • What. Learn tips and tricks about the right assets to donate
  • Who. Uncover which of your clients fit the profile of a potential complex asset donor
  • How. Understand how you can help your clients through the donating process

Speaker(s):

  • Nathan Daley, JD, LL.M. (Taxation), Vice President | Complex Asset Group, Fidelity Charitable
Tags: PFP NAA EST TAX PST AAM

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