Charitable Planning for Business Owners

GREATER LOS ANGELES CHAPTER EVENT

Charitable Planning for Business Owners


This discussion will provide an overview of different charitable planning strategies, considerations and tax planning benefits that should be discussed with business owners as they are planning for the exit or transition of their business.

  • Overview of charitable planning vehicles
  • Considerations when gifting business interests
  • Tax benefits of gifting business interests

Learning Objectives:

  • Pre-sales Opportunity: Charitable planning strategies in a pre-sales planning situation to deepen and retain relationships with your best clients.
  • Strategy: By funding the most appropriate charitable giving vehicle or vehicles ahead of a business sale, the client can pre-fund their charitable giving and establish their family’s charitable legacy.
  • Strategy in action: A pre-sale contribution of assets can increase the assets available for grant making, reduce your client’s tax burden, and allow assets to be managed with the opportunity to grow tax free.

About the Presenters:

Learn from industry experts, Jeff Gerold, CFP®, CEPA®, Senior Director of Development, Southwest, National Philanthropic Trust and Rudy Flescher, Regional Director, West, National Philanthropic Trust.

Meet the Presenters

Thank you to our Sponsors!

This meeting will be held in-person at The Capital Group or virtually through Zoom.

Address: 11100 Santa Monica Blvd 14 NW, Los Angeles, CA 90025

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 visiting www.EPILosAngeles.org.

About the Presenters


Jeff Gerold, CFP®, CEPA®

Jeff Gerold, CFP®, CEPA®

Senior Director Of Development, Southwest, National Philanthropic Trust

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Rudy Flescher

Rudy Flescher

Regional Director, West, National Philanthropic Trust

View Bio