The Springfield Chapter of Partnership for Philanthropic Planning (SP3) and Cedarville University invite you to Spend a Morning with Charles Schultz, President of Crescendo Interactive, Inc. on October 20, 2010.
Business Planning Before the Tax Rate Increases 9–11:30 a.m.
As the banks and economy recover during the fall of 2010, many business owners whose plans were placed "on hold" in 2008 will consider retirement. By selling in 2010, they can avoid the probable increase in 2011 capital gains tax. If they delay to 2011, there will be federal and state capital gains taxes of 25 percent or higher and a tax-free sale will be of great interest. But how do you handle a corporate sale, a partnership with debt, an LLC with minority-interest owners or a proprietorship with active income? Do not be stopped by problem properties. Attorney Charles Schultz will show how all of these business interests can be sold tax-free through creative strategies and charitable trusts.
New Decade Donors 12–1:30 p.m. (lunch session)
Change is everywhere in charitable planning. Yet you can use dynamic events to raise large planned gifts. Charles will explain the seven trends for the next decade that will transform philanthropy. Boomers, depression babies, donors flocking to tax advisors, the rise of eMarketing, active branding and more — with an understanding of current trends, you can be very successful with the new decade donors!
Cost for Partnership for Philanthropic Planning members is $50; all others, $65.
Registered is now over.
For questions, please contact the gift planning office of Cedarville University by phone at (800) 766-1115 or email Sarah Mays. Information on Cedarville University's gift planning program can be found at www.cedarville.edu/giftlegacy.
The SP3 Fall Seminar will be held on the campus of Cedarville University.