The Good, the Bad & the Illiquid: Charitable Gifts of Business Interests

Please join Foundation for the Carolinas for an insightful CLE program designed specifically for professional advisors.

As more business owners look to closely held business interests to achieve their philanthropic and tax planning goals, advisors must be prepared to navigate the unique complexities these gifts present.

Panelists will include:

• Doug Benson, Foundation for the Carolinas 
• Holly Norvell, Johnston Allison Hord 
• Rob Snowden, South Park Advisors

Topics that will be covered: 

• Why business interests can be highly advantageous charitable assets 
• Valuation requirements and appraisal expectations 
• Timing strategies and critical tax implications — including issues that frequently arise in IRS audits 
• Assembling the right advisory team

You'll leave with practical guidance you can apply immediately.

Please register online. Eligible for 1.0 NC general credit hour.