When selling a major business asset, strategic planning can help your clients reduce taxes while supporting charitable causes. Discover how to capture these opportunities through private foundations.

Whether you have clients looking to sell a family business, an investment in real estate or stock, the sale of a major business asset that will generate significant income faces tax liabilities that can reduce the benefits of their hard-earned success.

By strategically leveraging private foundations, you can minimize taxes for your clients while helping them to maximize their charitable impact.

Download this case study to learn:

• 6 real-life experiences illustrating the opportunities to both sell a major asset and achieve philanthropic goals.
• How to avoid or reduce taxes through strategic charitable contributions.
• The benefits of creating a private foundation before selling a business asset.
• Insights from tax advisors on optimal approaches for charitable giving.