2026 EXIT PLANNING SUMMIT AGENDA
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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.
- Understand the favorable economics of making a pre-sale charitable gift of a company interest.
- Explore unique strategies to optimize charitable tax efficiencies of a pre-sale company interest gift.
- Understand common legal and tax issues when pre-sale company interest gifts are made to different charitable entities (example: donor-advised funds, private foundations, and/or supporting organizations).
- Understand how the tax impact of donating a company interest can vary based on the type of legal entity involved.
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