Please join us for the virtual CLE presentation Beyond Cash: Planning Strategies for Complex Charitable Contributions. A thought-provoking presentation where attendees learn about the growing trend of contributing complex assets, such as privately-held C-and S-corp stock, limited partnership interests, and certain publicly-traded stock, to public charities. These can often be the most highly appreciated assets in a client's portfolio and contributing them to charity can potentially minimize capital gains exposure.
Zoom meeting room information will be sent to registered attendees the day prior to the presentation.
Contact Us
3269 28th Street
Boulder, CO 80301
(303) 440.4758
