Advantages of Faith Based Charitable Planning

ORANGE COUNTY | CHAPTER EVENT

Advantages of Faith Based Charitable Planning


“Do not store up for yourselves treasures on earth where moth and rust destroy.”

Join Joe and Kip to review several case studies that will reveal the reasons and pros and cons of the various types of structures for philanthropy. We will discuss strategies such as family foundations, CRTs, CLTs, DAFs, and Charitable Annuities. Help your clients understand the value philanthropy can have for the family and their legacy.

Learning Objectives:

  • Be able to identify and explain charitable planning opportunities.
  • Understand the potential tax advantages of charitable planning.
  • Recognize the value philanthropy can have for the family as well as how it can create a legacy.

About the Presenters:

Learn from industry experts Joe Strazzeri, Esq., and Kip Kolson.

Meet the Presenters

 

Thank you to our Sponsors:


EXIT PLANNING IS GOOD BUSINESS STRATEGY

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 exploring our full chapter network.

About the Presenters


 

Joe Strazzeri, Esq.
Kip Kolson