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About the webinar... Business owners who are considering retiring and selling their businesses have three big issues to consider. First, they will often have a low basis in their business, particularly if they founded the company. Accordingly, when their accountant confronts them with the potential post-sale capital gains taxes due from over 20, 30, or even 40 years of appreciation, these numbers are enough to make any business owner cry! Second, business owners who have spent the majority of their working lives building wealth and supporting their families, they may be concerned about their capacity to continue caring for their loved ones after the business sale. Finally, with the prospect of retirement looming on the horizon, how can these motivated and charitable go-getters keep their “second act” exciting, fulfilling, and purposeful? In this session, attendees will learn how charitable gift planners can dry their potential donors’ tax tears and help donors select charitable vehicles that accomplish their financial, familial, social and charitable goals. By listening closely to business owners and working collaboratively with their other trusted advisors, charitable gift planners can facilitate the tax-efficient sale of the business, provide the seller with a stream of income, and establish a family legacy and a purpose-filled future of philanthropy. About the presenter...
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Carí Jackson Lewis, J.D. LL.M. (tax), CSPG, AEP, TEP Carí Jackson Lewis is a nonprofit, tax and philanthropy strategist and a seasoned trusts and estates lawyer with over 20 years of experience in nonprofit managment and estate, tax and charitable gift planning across diverse, international and domestic settings. Carí is a Director of Development, Gift Planning, at Loyola Marymount University and the Founder and Principal of California Philanthropic Consulting (CPC). CPC assists individuals, families, family foundations and business owners to facilitate and achieve income, estate, and capital gains tax minimization and business exit/succession planning goals through charitable giving vehicles. CPC also trains nonprofit staff to establish and administer planned giving and legacy society programs. An African-American wife and mother of three, Carí uses her academic, professional and lived experiences to create connections and build relationships within the world of philanthropy. A passionate and knowledgeable public speaker and writer on issues in estate, tax and charitable gift planning, and diversity and inclusion in philanthropy, Carí is on the Governance Committee of the Board of the International Advisors in Philanthropy, the Chair of the Los Angeles Council of Gift Planners 2022 Western Regional Planned Giving Conference, a member of the Conejo Valley Estate Planning Council, and the Interim Secretary of the United Methodist Church Westlake Village Memorial Foundation. Carí is a licensed New York attorney, having earned her undergraduate degree at Dartmouth College, her Juris Doctor from Fordham Law School, and her Master of Laws in Taxation with distinction from Loyola Law School of Los Angeles. Carí is a Certified Specialist in Planned Giving, a Full Member of the Society of Trusts and Estates Practitioners, and a co-moderator of an Advisors of Color study group for the Chartered Advisor in Philanthropy program.
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