There is a strong probability that income, capital gains and estate tax rules are going to change in the coming years. Due to this we need to be more strategic and forward thinking about how we will transfer ownership in our businesses in this new environment. There will be strategies created around the fringes of the rules, but most will need to implemented perfectly and with time ahead of the actual transition. We will dive into what we are hearing and how you can adapt today in order to put yourself and your business in a stronger position in the future.
- Understand the likelihood of these changes and when we believe they will become effective
- Learn the role of charitable vehicles and the timing to maximize giving to increase after-tax cash flow
- Begin to form a plan for your company and how you will adapt to the changing landscapes
About the Presenters:
Learn from industry experts James Carpenter, Vice President & Charitable Planning Consultant at Fidelity Charitable, and Imran Mohiuddin, Director of Corporate Finance at Schneider Downs.Meet the Presenters
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