Session Description: The Riley Case, Part 2: Advisors Plan for the Rileys Without You. Will it Work?

Generally, it is advisors, not gift planners, who plan for business owning families like the Rileys. You will see in this session how advisors minimize tax, increase cash flow, plan for business exit, protect assets, compute giving capacity, identify best assets to give, propose charitable tools, and create a tax-optimal inheritance to heirs. The plan as outlined is perfect, but 70% of top advisors surveyed say the plan will never be signed unless someone – maybe you – builds charitable passion. How and when can you get involved?

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
CFP: Approved for 1 hour