Please join us for the virtual CLE presentation Beyond Cash: Planning Strategies for Complex Charitable Contributions. A thought-provoking presentation where attendees learn about the growing trend of contributing complex assets, such as privately-held C-and S-corp stock, limited partnership interests, and certain publicly-traded stock, to public charities. These can often be the most highly appreciated assets in a client's portfolio and contributing them to charity can potentially minimize capital gains exposure.
Zoom meeting room information will be sent to registered attendees the day prior to the presentation.