CHARITABLE OPPORTUNITIES WITH BUSINESS OWNERS
Discuss charitable opportunities with business owners focusing on charitable planning prior to a liquidity event with supporting case studies. We will discuss the different giving vehicles and their application to different client profiles including the donor advised fund landscape. In addition, we’ll discuss legislative updates and impact investing using charitable vehicles.
Learning Objectives:
- Charitable opportunities with business owners.
- Discussion of different vehicles.
- Impact investing with charitable vehicles.
- Legislative update - Secure Act 2.0.
About the Presenter:
Hear from industry expert Kyle Casserino, Vice President, Charitable Planning Consultant, Fidelity Charitable.
Event Location
Event Details
Who Should Attend?
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Business Consultants
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Professional Advisors
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Other Business Professionals
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Business Owners
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Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Meet Kyle Casserino:
Kyle Casserino is a charitable planning consultant at Fidelity Charitable®, an independent public charity that has helped donors support 382,000 nonprofit organizations with nearly $73 billion in grants.1 The mission of Fidelity Charitable® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective. Mr. Casserino assumed his current role in 2019 and has been with Fidelity Charitable across multiple roles since 2013.
In this role, Mr. Casserino serves as a premier charitable planning resource to advisors and their clients in Southern California, Arizona, Nevada, Utah, and Hawaii. He educates advisors on current charitable planning trends and strategies, along with leveraging the benefits of Fidelity Charitable’s donor-advised fund program, to help philanthropic clients give more to the charities they support.
Prior to assuming his current role, Mr. Casserino was a charitable planning associate in the Northwest region, where he worked with advisors to enhance their understanding of Fidelity Charitable’s donor-advised fund program and discuss ways to incorporate charitable giving into clients' overall financial and wealth management plans. Prior to that, Mr.
Casserino worked as a fundraising associate where he supported the national fundraising team. He also worked as a Senior Client Services Representative on the Fidelity Charitable Advisor Service Team.
Education
- Bachelor’s degree in accounting and finance from Roger Williams University
Contact Information
Office: 860-628-1129 | Email: kyle.casserino@fmr.com