Events

PROFESSIONAL ADVISOR CONTINUING EDUCATION
Everybody Wins: Using Charitable Strategies in Business Transition Planning

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Thursday, June 22
Noon to 1:30 p.m.
Seattle Foundation
1601 Fifth Avenue, 19th Floor
Lunch will be served

In this seminar you will learn about the financial and tax-wise benefits of pairing business transition planning with charitable gift planning. Tim Friedrichsen will walk you through several case studies—closely held businesses, office building sales, stock gifts, testementary gifts of company ownership and others—to examine which strategies work best with different business interests.

$45 registration fee. Applications have been submitted for Professional Continuing Education Credit.

Register online



Fore more information, contact Cherlyn Cloy at c.cloy@seattlefoundation.org or 206.515.2108.