Register for our upcoming webinar and learn how to identify charitable planning opportunities before a business transition, when timing can significantly influence client outcomes.
Clients rarely say, "I'd like to discuss charitable planning." Instead, they say:
"We're thinking about going public."
"We've had interest from a buyer."
"We're considering a recapitalization."
"We're planning for succession."
For advisors, these conversations often signal a critical planning window. In this webinar, we'll examine where these opportunities arise throughout the business life cycle and walk through a practical client case study highlighting donor-advised funds and gifts of business interests. You'll leave with actionable insights to help clients maximize charitable impact while supporting tax, wealth, and legacy planning objectives.
What You'll Learn
- Recognize charitable planning opportunities across the business life cycle.
- Understand the role of donor-advised funds in accepting business interests and other noncash assets.
- Apply a practical framework for evaluating charitable gifts of closely held business interests.
- Recognize key timing considerations and planning constraints that may affect outcomes.
CFP® Board General Continuing Education Credit
Earn 1.0 Hour of CFP® Board General CE.
This live webinar has been accepted by CFP Board for 1.0 hour of CFP Board General Continuing Education credit.
CFP® professionals who attend the live webinar and satisfy CFP Board attendance and participation requirements are eligible to receive CE credit.
Who Should Attend
Financial advisors, wealth managers, private bankers, trust and estate professionals, and other advisors who work with business owners and high-net-worth clients.
