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Family Office Fridays: Charitable Tax Planning Considerations Affecting Individuals and Family Offices

March 27, 2020 @ 2:00 pm - 3:30 pm EDT


Participants of the live webinar will be eligible for 1.5 free CPE credit.

Charitable giving is at the heart of wealth transfer planning for many high net wealth individuals and family offices. While direct giving may be desired in certain situations, many individuals prefer structured philanthropic options that enable a more strategic approach to their charitable giving. Each of these approaches carries different tax (and non-tax) implications which must be taken into careful consideration.

KPMG LLP (KPMG) is pleased to invite you to a TaxWatch webcast where professionals from our Washington National Tax office will review such considerations from a tax planning perspective, including with respect to the following topics:

  • Overview of the latest tax considerations in charitable planning
  • Compare and contrast various charitable giving options
  • Discuss charitable giving in the midst of a disaster
  • Consider issues pertaining to international grant making
  • Highlight the potential for excise tax on highly compensated employees
  • Review certain consequences of a charitable contribution of a partnership interest

Please join us for what promises to be an insightful and informative webcast.

Featured speakers

Robert S. Keller

Robert S. Keller

Managing Director, Tax, KPMG US

Ruth Madrigal

Ruth Madrigal

Principal, Exempt Organizations Group, Washington National Tax, KPMG LLP

Preston Quesenberry

Preston Quesenberry

Managing Director, Exempt Organizations Group, Washington National Tax, KPMG LLP

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