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Creative Charitable Planning with Non-Cash Assets: A Case Study Approach
How would you help a client who wants to donate farmland, mineral rights or a vacation home to their favorite nonprofits? Non-cash assets such as real estate, closely held stock and collectibles are estimated to be a $40-$60 trillion market; yet non-cash assets represent less than 2% of all charitable gifts.

Having a thorough understanding of charitable planning techniques is critical when assisting clients with charitable giving and tax planning. Join Bryan Clontz and learn how you can maximize your clients’ deductions through untapped assets such as real estate, privately held C corporations, S corporations, LLCs, limited partnerships and other unique assets.

Jun 17, 2021 01:00 PM in Central Time (US and Canada)

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