Join Us for Lunch
Thursday, October 20, 2011
From 11:30 a.m. to 1:30 p.m.
The Ritz-Carlton, Boston Common
10 Avery Street
Boston, Massachusetts 02111
Hosted valet parking available
Or email Julia Viegas directly.
This program qualifies for 1.0 CPE credit hours.
Learn about the power of complex asset donations
You're invited to hear from the experts why complex asset donations are the best, most tax-efficient sources for your client's philanthropy and how to opportunistically integrate this strategy — and leverage a donor-advised fund program — to increase the net benefit to your client's charities.
Exploring the intricacies of the asset selection and donation process, the panel will emphasize key considerations including timing, valuation, and liquidation issues. Complex assets to be addressed include:
- Closely-held business interests (both C- and S-Corp stock)
- Limited partnership interests
- Real estate
- Other hard-to-value assets
Karla D'Alleva Valas
Karla D'Alleva Valas is managing director of the Complex Asset Group for Fidelity Charitable, an independent public charity with a donor-advised fund program. More
Robert P. Goldman
Robert Goldman, a Director at Goulston & Storrs, has practiced 25 years in tax and estate planning, concentrating on sophisticated wealth transfer strategies and advising donors to charities and charitable organizations. More
Andrew Kyriacou has over 16 years of experience in providing comprehensive tax and financial, estate and investment counseling services to high net worth individuals and corporate executives. More
Carolyn M. Osteen
Carolyn is a partner at the Boston office of Ropes & Gray LLP and a member of its tax department. She joined the firm in 1970 and her practice has focused on exempt organizations, including representation of a number of colleges, universities, museums, and hospitals. More
Adrienne M. Penta
Ms. Penta joined Brown Brothers Harriman in 2008, where she is responsible for trust operations and wealth planning services in the Boston office. Prior to joining BBH, Ms. Penta practiced at the law firm of Choate, Hall & Stewart LLP in Boston, where she advised families on estate, charitable and tax planning and non-profit organizations on various governance and tax issues. More