Graham to Speak on Complex Assets: The Most Overlooked Charitable Donations
May 12, 2011 — A panel of experts discuss why complex asset donations are the best, most tax-efficient sources for your client’s philanthropy and how to opportunistically integrate this strategy — and leverage a donor-advised fund program — to increase the net benefit to your client’s charities.
Exploring the intricacies of the asset selection and donation process, the panel will emphasize key considerations including timing, valuation, and liquidation issues. Complex assets to be addressed include:
* Closely-held business interests (both C- and S-Corp stock)
* Limited partnership interests
* Real estate
* Other hard-to-value assets
Jason Graham, WTAS Managing Director, will be a featured panelist.
May 12, 2011
San Francisco, CA