CE Class: Charitable Planning Strategies with Business Interests
Non-liquid assets, including private closely-held businesses, are often overlooked as a source of charitable giving.
This seminar will examine the technical considerations, the tax and legal aspects, as well as the opportunities that arise when business interests and other non-liquid assets are used to fund charitable gifts.
- How to capture multiple tax savings when gifting business interests to charity including S-Corps, C-Corps, LLCs and partnerships.
- Strategies for maximizing charitable giving as part of a larger business succession plan, while minimizing transaction challenges such as UBTI, excess business holdings, and controlling vs. non-controlling interests.
- How gifting income-generating assets or business interests can be used to fund charitable endeavors optimizing charitable goals, business goals, and transition planning even long before a sale is contemplated.
The presentation includes Case Study Application and Q&A.
CLE and CFP Credit is available.
Space is limited and advance RSVP is required.
|Date:||Wednesday, April 17, 2019|
|Time:||9:00 am to 11:00 am|
|Location:||Market Place Tower, Large Classroom|
2025 1st Avenue (First & Lenora)
About our Speaker: Jeanne Lee McMains,
Vice President of Gift Planning Services, National Christian Foundation
Jeanne has been a practicing attorney in the areas of estate planning, business succession, and non-profits since 1995. After owning her own law firm and practicing with a large Midwest law firm, Jeanne currently serves as the Vice President of Gift Planning with The National Christian Foundation where she assists families nationwide with achieving their charitable gift planning goals.
Throughout her career, Jeanne has served as a featured presenter for several financial institutions including A.G. Edwards & Sons, AllianceBernstein, Fidelity Investments, Merrill Lynch, Morgan Stanley, New York Life, Northwestern Mutual, Principal Financial Group, and Ronald Blue Trust. She is also a featured speaker for numerous charitable organizations including: Alliance Defense Fund, Christian Legal Society, Christian Medical Dental Association, Compassion International, Focus on the Family, Kingdom Advisors, Pepperdine University, and the Young Life Foundation. Jeanne obtained her law degree from Indiana University on academic scholarship and her undergraduate degree from Purdue University with highest distinction honors (summa cum laude equivalent).