If your client is selling a family business, you can help her optimize the tax savings while giving back!
Resources tagged as: "Foundation Investments" Clear
How these charitable vehicles can work together.
Conduit elections allow foundations to get a fair-market-value deduction for contributions of appreciated, long-term capital assets.
This whitepaper offers insight into year-end opportunities and potential pitfalls for advisors working with high-net-worth and ultra-high-net-worth individuals and families. It also offers practical advice on how to avoid these common pitfalls and broaden and deepen your client and prospect relationships at this critical time of year.