May 1, 2024 — 12:00PM – 1:00PM EDT
Register here for this webinar.
Complex assets—such as private stock and business interests—are prime candidates for tax-efficient giving and have the power to potentially take your client’s philanthropy, and overall strategic plan, to the next level. Learn tips for using assets in your client’s portfolio to potentially reduce capital gains and estate taxes through charitable giving.
This webinar is approved for CFP®, CIMA®, and CPWA® credit.
This session aims to help you:
- Recognize how smart charitable planning can be an effective and meaningful solution when clients experience wealth-triggering events, such as the sale of a business or an inheritance.
- Understand the benefits of giving strategically, including which assets to give and the timing of the gift.
- Identify key client segments to target and planning strategies for complex charitable contributions.
Register now.
TC141156(0424)