PROFESSIONAL ADVISOR CONTINUING EDUCATION
Everybody Wins: Using Charitable Strategies in Business Transition Planning
Thursday, June 22
Noon to 1:30 p.m.
1601 Fifth Avenue, 19th Floor
Lunch will be served
In this seminar you will learn about the financial and tax-wise benefits of pairing business transition planning with charitable gift planning. Tim Friedrichsen will walk you through several case studies—closely held businesses, office building sales, stock gifts, testementary gifts of company ownership and others—to examine which strategies work best with different business interests.
$45 registration fee. Applications have been submitted for Professional Continuing Education Credit.
Fore more information, contact Cherlyn Cloy at email@example.com or 206.515.2108.