Wise planning prior to exiting a company creates unique and powerful opportunities to consider an owner's generosity ... and legacy. By making a charitable gift of an interest in a company prior to a sale or liquidity event, some owners dramatically increase funds available to support their favorite charitable causes and do it in a tax-smart way. This session will explore how one family increased their charitable giving and reduced their tax liability by millions of dollars by simply giving an interest in their company to charity before their company was sold, instead of giving cash from the sale proceeds.
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