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Beyond Cash: Planning Strategies for Complex Charitable Contributions
Presented by Arthur Maginas and Jim Carpenter

A thought-provoking presentation where attendees learn about the growing trend of contributing complex assets, such as privately-held C-and S-corp stock, limited partnership interests, and certain publicly-traded stock, to public charities. These can often be the most highly appreciated assets in a client's portfolio and contributing them to charity can potentially minimize capital gains exposure.

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