We will be exploring strategies and techniques for business owners to maximize tax savings and increase charitable giving by utilizing their business interest. We will discuss how entrepreneurs can multiply generosity by making charitable gifts of business interests prior to a sale/liquidation. We will also explore long-term options to leverage charitable giving of illiquid assets to create tax savings and additional cash giving.
You will learn about:
- Taxable benefits of gifting business interests
- Chartiable benefits of gifting business interests
- Overview of the technical considerations when gifting business interests
Agenda:
7:30 – 7:50 am Registration/Breakfast
7:50 – 8:00 am Announcements
8:00 – 9:00 am Program
Presenter: Evan M. Lange, J.D.
Evan serves as the Vice President of Gift Planning for National Christian Foundation Heartland. As Vice President of Gift Planning his primary role is to assist attorneys, advisors, and business owners in developing strategies and solutions to minimize their tax liability and maximize their charitable giving, specifically in the area of complex non-cash assets. This can include commercial real estate, intellectual property, and closely-held business interest.
Evan is a licensed attorney and prior to joining NCF – Heartland he practiced law at a large national firm. His legal practice focused generally on business and commercial matters, however he is now excited to use his legal background to help find new and creative ways to help reduce taxes and increase charitable giving. He graduated from William Jewell College before going on to receive his law degree from the University of Missouri-Kansas City.
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