Impact Investing is a hot topic in the investment arena. More and more clients are interested in investing in a way to make the world a better place.
This session will address the various strategies to accomplish the investor’s goals, depending on whether the investor is an individual, trust, charitable vehicle, or other entity. The presentation also will cover the fiduciary issues and tax and other considerations when investing for impact.
• Learn technical legal issues and considerations related to various impact investing strategies
• Learn technical tax issues and considerations related to various impact investing strategies