Listen Now: Continuing Education - Gifts of Business Interests

Foundation For The Carolinas
Zoom Webinar
Charlotte, NC 28202
United States

Gifts of closely held business interests are becoming an increasingly important way for business owners to make meaningful and tax-efficient charitable gifts. On May 25, a virtual panel discussion was held focusing on issues raised in most transactions, including valuation, timing, tax considerations and substantiation rules – all areas of focus by the IRS.

Panelists Included:

Doug Benson, JD
Senior Vice President & In-House Counsel | Foundation For The Carolinas

Robert Snowden, ASA, ABV
Managing Director | South Park Advisors

Sandi Thorman, CPA
Partner | GreerWalker

Audio Recording

Click play for an audio recording of the session.