Successful Incorporation of Charity into the Business Exit Plan

Successful Incorporation of Charity into the Business Exit Plan

Monday, February 27, 2017

11:45am - 1:00pm

Ruth Eckerd Hall

William McQueen, CPA, JD, LLM, CExP

THIS IS A JOINT MEETING WITH THE PINELLAS COUNTY ESTATE PLANNING COUNCIL - PLEASE NOTE DATE AND LOCATION.

Many successful business owners also are or should be major supporters and benefactors of various charitable organizations.  For these owners, a charitable component often is included in their business exit plans and with proper planning create a win-win-win solution for the current business owner, the business owner's successors and the charity.  This presentations will discuss the 7 steps of the Exit Planning Process and how charity fits into that process.

William Battle McQueen, CPA, JD, LLM, CExP is an attorney at law who focueses on succession planning, estate planning and asset protection for business owners and high net worth individuals.  He holds the designation of Certified Exit Planner from the Business Enterprise Institute.  His firm's website is www.LegacyProtectionLawyers.com.

The luncheon meeting will be held at Ruth Eckerd Hall, Margarete Heye Great Room located at 1111 McMullen Booth Road, Clearwater 33759. The meeting will begin promptly at Noon with the opportunity to network at 11:30 a.m.

Meeting Location:

Ruth Eckerd Hall ~ Margarete Heye Great Room- DIRECTIONS

1111 N. McMullen Booth Road
Clearwater, FL 33759

RSVP Deadline: Friday, February 24th

Reservations made before the reservation deadline:

$25.00 Members | $30.00 Guests