Name
Tax Planning — Selling a Business, Charitable Giving, and Changes in Law
Date & Time
Thursday, September 24, 2026, 4:15 PM - 5:15 PM
Speakers
Description
[provisional] Practical tax planning for a client selling a business, focused on integrating charitable giving into the exit strategy — timing of gifts, AGI limitations, recent charitable-deduction changes, and vehicles such as gift annuities and charitable remainder trusts.
Session Type
Conference