Creative Charitable Planning with Non-Cash Assets 2023 | Sioux Falls | 9 November 2023 | Minnehaha Country Club, 3101 W 22nd St, Sioux Falls, SD 57104, USA
Venue
Minnehaha Country Club
Minnehaha Country Club, 3101 W 22nd St, Sioux Falls, SD 57104, USA
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| Event Date | Thu Nov 9 EST (about 1 year ago) |
| Location |
Minnehaha Country Club
3101 W 22nd St, Sioux Falls, SD 57104, USA |
| Region | Americas |
Details
Having a thorough understanding of charitable planning techniques is critical when assisting affluent donors/clients with charitable giving and tax planning. The event will cover how to maximize your clients’ deductions through untapped assets such as real estate, privately held C corporations, S corporations, LLCs, limited partnerships and other unique assets. This highly interactive session will employ case studies to illuminate key points.
Speakers
2023 Speakers
Bryan Clontz
Founder and President, Charitable Solutions, LLC
Sponsors & Partners
2023 Sponsors
PREMIER SPONSORS:
• Sioux Falls Area
• First National Wealth Management
• Dorsey&Whitney
PATRON SPONSORS:
• SDTC
• First Dakota
• First Premier Bank
• Woods Fuller
• South Dakota Community Foundation
• Eide Bailly
• BradyMartz
SPONSORS:
• Principal SM
• Boyce Law Firm