Charitable Planning for Executives

Charitable Planning for Executives

Donating long-term appreciated company shares before a liquidity event may yield significant tax benefits

Given the wealth derived from privately held and publicly traded companies, corporate shares may constitute the most valuable currency of high-net-worth individuals. Whether a client owns shares as an entrepreneurial founder of a small company or as an executive of a large publicly traded corporation, he typically seeks to maximize the company’s profitability

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TAGS: Philanthropy
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