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Where Success and Significance Meet…Integrating Charitable Intent with Business Exit Planning

 Where Success and Significance Meet…Integrating Charitable Intent with Business Exit Planning
CPE Credit

Program Type: Recorded Webinar (Audio, PPT)
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Accounting
Item Number: 15PEP0730
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

Closely held businesses represent over half of the net worth of the U.S. Furthermore, companies led by entrepreneurs allocate more than twice the percentage of profits to charity than many of America's largest companies. Considering the fact that the majority of American businesses are owned by baby boomers who are at, or near, retirement age, are looking for a life of significance post-exit.

As an entrepreneur, much of their personal net worth is likely in highly appreciated, closely held business interests. Learn how to help your business owner clients take charge of their planning in a way that will allow them to transition into a legacy beyond the business, but still as a lifelong leader.

Learning Objectives

After completing this webinar, attendees will be able to:

- Identify how charitable discussions with business owners may alleviate some of the attitudes, values, and behavioral characteristics that are preventing them from planning an exit strategy
- Discover the role charitable planning can play in the overall financial planning for business owners exiting a business
- Compare different charitable giving vehicles and how their benefits vary for the benefit of the client
- Analyze examples of combining varying charitable gifting strategies with various exit strategies

Who Should Attend

This webinar is appropriate for any professional advisor who engages with business owners to help them grow their businesses as well as plan to transition out of their businesses. This includes attorneys, CPAs, Wealth Managers, Financial Planners, bank executives, insurance professionals, investment bankers, and business brokers.


Laura J. Malone, CAP, CEPA
Ms. Laura Malone is Vice President at American Endowment Foundation (AEF), America’s independent leader of donor advised funds. Through her work at AEF, Ms. Malone has consulted hundreds of trusted advisors, families, and business owners about donor advised funds and other charitable giving strategies. Ms. Malone holds her Chartered Advisor in Philanthropy designation from the American College, and serves as a faculty member for the Exit Planning Institutes Certified Exit Planning Advisor (CEPA) Designation.

She frequently speaks both locally and nationally to various financial, tax, and estate planning organizations. Ms. Malone serves as Board Vice President for the International Association of Advisors in Philanthropy and serves on the Boards of Cleveland Social Venture Partners, the Financial Planning Association of Northeast Ohio, and The Estate Planning Council of Cleveland.