The gift plan design, due diligence, ownership transfer is complete and the written acknowledgment is delivered to finalize the gift over the goal line… congratulations!!! Now you may want to “set it and forget it” to move on to the next project… or take a well-deserved vacation. Just when you thought it was safe to go back in the water, this session will cover all the post-donation situations that can still bite.
June's Webinar Attendees Will Learn:
- The major real estate post-donation considerations (utilities/insurance, tenants/leases, property management, sales/closing process, tax escrows);
- The major business interest post-donation considerations (minority vs. majority, voting shares, F-reorg, closing of the books, sales/closing process, reps/warranties, rollover equity, escrows and earnouts, notes, UBIT);
- The major international asset post-donation considerations (everything above plus regulatory issues/filings, controlled foreign corporation rules (CFC), passive foreign investment company (PFIC), language/currency conversion).
Please join Ryan Raffin, JD, CAP® and Bryan Clontz, Ph.D., CFP®, AEP®, CAP® on June 27th or June 29th by registering for this free webinar below: