This is the third of six episodes in our second Philanthropic Insights series that offers advisors everything they need to know about making the most with gifts of complex assets. Throughout this series, we will discuss the various areas of complex assets such as real estate, business interest, passion assets, alternative investments, and qualified appraisals – and we will bring in top experts in these fields.
Kim is joined by her co-host and fellow expert on complex assets, Katie Collin, Complex Gift and Grant Director at Ren, and in this episode, they discuss gifts of business interest.
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Until next time, keep giving wisely.
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