As corporate valuations soar, you may be getting more frequent questions from executives at publicly-traded companies about the tax benefits of transactions involving highly-appreciated stock. Proper planning is critical to optimize the tax aspects of a transaction, but no advisor should go it alone. Get together with your client’s attorney, accountant, and financial advisor to ensure that all parties are coordinated, and unintended negative consequences are avoided. 

For transactions involving charitable giving, consider inviting a knowledgeable professional from CFAAC to participate in the planning. Not only can we offer structures to streamline administration, create tax efficiencies, and maximize your client’s charitable wishes, but we can also serve as a resource for up-to-the-minute developments in charitable tax planning policy and regulation.

Consider including CFAAC at your estate planning meetings when they involve philanthropic strategies so we can help you, help your clients.