Tax-Efficient Charitable Giving for Entrepreneurs and Impactful Philanthropy
About this program
Explore the power of "Tax-Efficient Charitable Giving for Entrepreneurs" at the Beverly Hills Bar Association. This dynamic presentation will help you guide entrepreneurial clients—whether founders of family businesses or owners and investors in large enterprises—towards impactful philanthropy. Explore strategic approaches for outright giving and life income gifts, utilizing assets like cash, appreciated securities, business interests, and real estate. Enhance your expertise to help clients amplify their legacy, minimize tax exposure, and preserve wealth for future generations.
This OnDemand CLE program earns 1 hour of General credit in California. It aired February 20, 2024 and features Elizabeth Glasgow and Cris Lutz.
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