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Register Now for Webcast Starting at 12P PT: Philanthropic Strategies for Successful Families - Pat Soldano

Are you interested in learning how to make your charitable giving more effective? If so, we encourage you to register for the upcoming webcast “Philanthropic Strategies for Successful Families”.

In this webcast, Casey Hale and John Peiffer, partners at Brown & Streza LLP, will provide an overview of three common tools successful families use to organize and execute on their charitable goals. They will discuss the advantages and disadvantages of each tool, and help you choose the one that is right for your family.

 

Here are some of the topics that will be covered:

  • The different types of charitable giving vehicles.
  • How to develop a strategic plan for your charitable giving.
  • How to manage your charitable giving on an ongoing basis.

This webcast is a great opportunity to learn from two experienced professionals who have helped hundreds of families achieve their philanthropic goals.

The webcast will be held on September 13 at 12:00 PM Pacific Time. Registration is free, but space is limited. To register, please visit https://us02web.zoom.us/webinar/register/8116891229452/WN_ITma5gaORYycL8HFgUKw0g

We hope to see you there!

About Brown and Streza
Brown and Streza LLP is a law firm providing integrated legal services in tax, estate, trust, real estate, business, business succession planning, and charitable planning, including representing non-profits and religious organizations. Located in Orange County, California, we serve families, businesses, entrepreneurs, philanthropists, and charitable organizations, focusing on helping closely-held businesses and their owners achieve their goals. For more information, please visit our website.

We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…

As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a member.

The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Family Enterprise USA is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill. The issues we fight for or against with Congress in Washington DC include high income tax rates , possible elimination of valuation discounts, increase in capital gains tax , enactment of a wealth tax , and the continued burden of the gift tax , estate tax and generation skipping tax .


Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC.  Since 2007, Family Enterprise USA has represented and celebrated all sizes, professions and industries of family-owned enterprises and multi-generational employers. It is a bi-partisan 501.c3 organization. Family foundations can donate.


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Family Enterprise USA is the organization that represents all family businesses on a national level in DC; it is not unique to any industry. Family Enterprise USA is different from other organizations because it represents and advocates for the families of family businesses and the issues, they face running their businesses every day. Our sole mission and purpose is to promote family businesses and their job growth in America. We also support the work of Family Business Centers across the country. We hope your family will choose to be a member of Family Enterprise USA.