Program Description
The next generation of sophisticated wealth owners (entrepreneurs, business owners, and philanthropists) has access to a tremendous amount of non-traditional assets and is now using these assets for charitable gifts. While these gifts can be transformative for the donor and their nonprofit partners, the tax rules governing these assets are complex, with many traps for the unwary.
This session will discuss the structure and income, estate, gift tax consequences and legal issues of charitable gifts of illiquid securities, closely held business interests (C corporations, S corporations, partnerships), retirement plans, artwork, bitcoin, stock options, deferred compensation, private equity, hedge funds, carried interests, life insurance, real estate, intellectual property, and luxury goods like cars, boats and planes. It is imperative that gift planners can identify, evaluate, and understand the ever-changing tax laws, compliance issues and substantiation rules unique to each type of asset.
Attendees will learn from firsthand experiences and real-world examples how high-net-worth individuals work creatively with their advisors and nonprofits to build their legacy outside the bounds of cash and marketable securities, while avoiding costly tax mistakes.
Jere Doyle: Jeremiah W. Doyle, IV is a Senior Vice President and estate planning strategist for BNY Mellon Wealth Management. He has been with the firm since 1981. Jere provides high net worth individuals and families throughout the country with integrated wealth management advice on how to hold, manage, and transfer their wealth in a tax-efficient manner. Jere is admitted to practice law in the Commonwealth of Massachusetts and a lecturer in law in the Graduate Tax Program at Boston University School of Law. He was named the "Estate Planner of the Year" in 2009 by the Boston Estate Planning Council. He has spoken at numerous professional education programs throughout the country on various topics and been quoted in numerous business publications.
This webinar is prerecorded and a recording will be shared after the presentation.
A Zoom link will be sent out the day before the webinar.
Member Registration – $15.00
Non-Member Registration – $20.00
