Business Exit Planning and Goodwill Hunting

Your client or donor is ready to sell her business but faces looming tax issues. What if she could use accumulated goodwill to convert taxable ordinary income assets into capital gains taxed assets? That could lead to significant tax savings on the sale of business assets while helping her favorite charity!

Join the Pittsburgh Planned Giving Council community and Randy A. Fox, CFP®, AEP®, author of Charitable Planning CSI Style – Goodwill Hunting, to hear about charitable donations of goodwill, and how they can be used to reduce your client’s taxable income. Randy’s presentation will last about 50 minutes, with the opportunity to ask questions afterwards.

Randy is the founder of Two Hawks Consulting, LLC, and is the editor in chief of the Planned Giving Design Center, a national newsletter and website for philanthropic advisors. He is a nationally known wealth strategist, philanthropic estate planner, educator and speaker, and has a personal goal to help facilitate $10B in charitable gifts before retirement.

We anticipate one hour of substantive CLE credit (distance learning) for Pennsylvania attorneys. 

Members of the Pittsburgh Planned Giving Council and the following allied professional organizations may attend for free. Please check with your chapter for the registration code.

• AFP of Western Pennsylvania
• Estate Planning Council of Pittsburgh
• North Central West Virginia Estate Planning Council
• Estate Planning Council of the Upper Ohio Valley
• FPA of Pittsburgh
• Society of Financial Service Professionals (Pittsburgh chapter)
• Bayer Center for Nonprofit Management

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