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TAX1804
It’s Hard to Be Good: Impact Investing Strategies and Tax Considerations
Date
June 12, 2018
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from AICPA ENGAGE 2018:
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA ENGAGE 2018)
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.
Learning Objectives:
• Learn technical legal issues and considerations related to various impact investing strategies
• Learn technical tax issues and considerations related to various impact investing strategies
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.
Learning Objectives:
• Learn technical legal issues and considerations related to various impact investing strategies
• Learn technical tax issues and considerations related to various impact investing strategies
Speaker
Managing Director, Wealth Advisor, J.P. Morgan Private Bank
General
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