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Planning with Illiquid Assets

Opportunities & Pitfalls with Real Estate, Private Equity & VC, and Closely-Held Businesses 12.01.20

BPM is proud to be a part of the Saint Francis Foundation Legacy Giving Perspectives, a virtual educational series on planned giving. 

During this webinar, you will gain insights on tax savings and new income options – all while supporting your charitable causes! This informative event will provide you with: 

  • Insights and tips on financial and gift planning as well as tax savings 
  • How to set up your charitable planning to best benefit you, your family, and the non-profit organizations you care most about 
  • How to sustain a legacy beyond your lifetime 
  • How to create a lifetime income stream for you and/or your beneficiaries 

Speakers will include – 

  • Scott Taylor, CPA, Partner, Assurance, BPM LLP, and Saint Francis Foundation Board Chair 
  • Carolyn Amster, CPA, JD, Partner, Tax, BPM LLP 
  • Dr. Joanne Sun 
  • Matthew E. Brady, Regional Managing Director, Wells Fargo Wealth Management 
  • Christopher Pegg, Senior Director of Planning, Wells Fargo Wealth Management 
  • Arjun Dev Arora, Founder & Managing Partner, Valence Advisory 
  • Mark Ryle, President, Saint Francis Foundation 

Date: December 1, 2020 

Time: 4:30 pm – 5:30 pm PT