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Private Companies
Participants will identify practical insights to navigate the complexities of charitable estate planning and make informed decisions for your family’s legacy.
Key takeaways
Host: Kevin Zinser, Deloitte Private Tax leader, Deloitte Tax LLP
Presenters: Mike Schlect, partner, Deloitte Tax LLP
Rebekah Stanley, senior manager, Deloitte Tax LLP
Sam Nissan, senior manager, Deloitte Tax LLP
1 Overview CPE credit | Tax
Considering a charitable legacy as part of your estate plan? This session may assist families, family offices, and privately held businesses preparing for the future. We’ll explore how a broad review may address both tax and non-tax considerations to meet your philanthropic goals while preparing the next generation for future responsibilities. We’ll discuss:
- Planning to incorporate charitable legacies into your estate plan
- Tax implications of charitable contributions
- Preparing heirs and successors for administrative duties
- Key potential IRS examination issue
