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Private Share Gifts – are they on your list of acceptable property?
Presented by: Leilani Kagan, Thompson Dorfman Sweatman LLP, Ryan Palmer, CPA, CA, KPMG LLP & DeWayne Osborn, CPA, CGA, CFP, MFA-P, Cardinal Capital Management
With business succession in full swing, privately held shares are becoming more popular as a property to gift. Previously thought of as the “Voldemort” in planned giving, privately held shares are making a comeback. Where did this property originate from, how is it used, why is now available for gifting, how is the gift made, and what are the issues to address? All of these questions will be answered from both the charity and the advisor points of view. Join us for a moderated session where two practitioners discuss this property in depth and why it might now be on your list of acceptable gifts.
Originally broadcast on September 29, 2021
