Listen Now: Continuing Education - Gifts of Business Interests

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