Giving Away the Family Business: Tax Strategies for Transferring Closely-Held Businesses to 501(c)(3) and 501(c)(4) Organizations

59th Annual Southern Federal Tax Institute
Seminar, CLE Available
October 25, 2024
8:00 AM - 9:00 AM ET
Grand Hyatt Atlanta in Buckhead
3300 Peachtree Road Northeast
Atlanta, GA 30305

Private Wealth Services attorney Kelly Hellmuth will give a presentation at the Southern Federal Tax Institute on transferring family businesses to charities or social welfare organizations. Ms. Hellmuth will detail the tax implications of holding business interests in different types of exempt organizations. The presentation will also provide insight into planning strategies to help business owners avoid excise taxes.

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