ACF’s Professional Education Series Seminar featuring Chris Siegle with a reception to follow the program.

ACF’s Professional Education Series Seminar featuring Chris Siegle with a reception to follow the program.

Date: Thursday, February 23, 2023

Time: 4:00 to 6:00 p.m. (Program: 4-5:20pm; Reception: 5:20-6pm)

Location: Arizona Community Foundation office

Topic: Transferring and Holding Business Interests in Trust: What are the Concerns?

Description: Transferring interests in private companies, whether organized as an LP, LLC, S Corp, or C Corp, offers a great opportunity to move wealth in trust. There are challenges for both transferring and holding those interests in trust. But opportunities arise as well, from both a transfer tax and income tax perspective. Please join Chris Siegle for an insightful discussion of what estate planners can do to increase the plan’s efficiency, protect clients, and accomplish their goals.

To Register:   https://acf.cventevents.com/event/1715e42c-be04-47cf-8dbd-20db8b192347/register