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  2. legacy

legacy

Business Sales Are Booming ... is Legacy Building Next?

Submitted by American Endowment Foundation on November 19th, 2018

By Eric Kinaitis

Tags:
  • legacy
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Categories

  • 401(k) (1)
  • agriculture (1)
  • amt (1)
  • appreciated assets (1)
  • appreciated stock (1)
  • bargain sale (1)
  • c-corp shares (1)
  • capital gains tax (2)
  • carried interest (1)
  • charitable bunching (1)
  • charitable bundling (1)
  • charitable donations (2)
  • charitable gift annuity (1)
  • charitable giving (9)
  • charitable lead trust (1)
  • charitable planning (5)
  • client relations (1)
  • closely-held shares (1)
  • clt (1)
  • commodities (1)
  • contemporaneous written acknowledgement (1)
  • donor advised funds (7)
  • ESG (1)
  • estate planning (2)
  • grain donation (1)
  • HNW (1)
  • impact investing (1)
  • ira charitable rollover (1)
  • legacy (1)
  • legacy fund (1)
  • philanthropic advisors (2)
  • philanthropic planning (10)
  • placeholder fund (2)
  • private foundations (3)
  • qcd (1)
  • qualified charitable distribution (1)
  • real estate (3)
  • required minimum distribution (1)
  • rmd (1)
  • roth ira (2)
  • S-corp shares (1)
  • tax cuts and jobs act (1)
  • taxes (11)
  • transfer (1)

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