hero

June 1, 2022: Business Exit Strategies with Charitable Vehicles - Philanthropy Forum with Cari Jackson Lewis

How to succeed in selling and gifting a business  

In this session, attendees will learn how advisors can help their clients select charitable vehicles that accomplish their financial, familial, social, and charitable goals. 

  • Learn how to listen to business owners, understand their cultural background, their prior giving, company structure and their financial, familial, and social needs
  • Explanation of the income and capital gain tax advantages, as well as other benefits of selling or gifting business using charitable vehicles 
  • Learn how to connect a client's/business seller's financial and personal needs to the correct charitable gift planning vehicle

Thanks to our current virtual world, this session is free and open to all professional advisors. We encourage you to invite your colleagues to join us. 

Register Here 

Continuing education credits may be available pending application through the Oregon State Bar, Oregon Board of Accountancy and CFP Board.

Special thanks to our event sponsor:

 

Share