WEBCAST

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

Webcast overview

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) recently hosted a TaxWatch webcast where professionals from our Washington National Tax office reviewed 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

 

Featured speakers

Robert S. Keller

Robert S. Keller

Managing Director, Passthroughs, Washington National 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