Moving the Needles – Legacy Planning for Business Owners



Moving the Needles – Legacy Planning for Business Owners

Including charitable planning for business owners before the sale of their business can have a significant impact on the owner, both financially and emotionally.

In this presentation exit planning advisors will learn both why and how to bring up charitable gifting during the planning stages of a business sale.

Learning Objectives:

  • Gain an understanding of the financial rationale behind discussing charitable gifting before the sale of a business
  • Learn how to socialize the idea of using tax-offsets to support a client’s charitable desires.
  • Learn the charitable tax treatments of different asset types
  • Learn some charitable gifting strategies
  • Learn about charitable recipient/entity options


Meet the Presenters:

Hear from experts in charitable planning Steve McConley, Chris Cheney,  and Marie Ruzek.

Meet the Presenters


Thank you to our sponsoring firms:


This meeting will be held at the CPA Educational Center.

Address: 1650 West 82nd Street, Suite 600 Bloomington, MN 55431


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenters

Steve McConley

Steve McConley

Wells Fargo & Company

View Bio

Marie Ruzek, J.D., CFRE

Marie Ruzek, J.D., CFRE

Wells Fargo Private Client Services


Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® Credit

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at