Tax-Efficient Charitable Gift Multipliers for Business Owners
RJF’s Professional Advisory Committee invites you to a session on “Tax-Efficient Charitable Gift Enhancements for Business Owners” featuring Northwestern Mutual’s Jeff Hammer.
An overview of the tax-reduction opportunities — and challenges — associated with the Tax Cuts & Jobs Act and state tax laws
How charitable trusts can help shelter taxable income while positively impacting the causes you care about
How tax credits/deduction strategies can be utilized to enable some gifts to have up to 7 times their normal impact with the same amount out-of-pocket
Other gift multiplier strategies via business interests, insurance, investments, retirement accounts, intellectual property, natural resources, and real estate
Jeff Hammer is a Financial Advisor with a national practice for tailored personal, business, intellectual property and philanthropic financial planning. He has a prior background leading $125 million and $600 million business units, along with mergers/acquisitions integrations. His experience provides a unique perspective on business financial planning and the opportunities it presents for personal and philanthropic goals.
Breakfast will begin at 7:45. Jeff’s session will begin at 8:00 and will conclude by 9:00.