Adler & Colvin is a group of seasoned attorneys based in San Francisco, deeply committed to serving the legal needs of the nonprofit sector. The firm brings an unrivaled depth of expertise and passion to its representation of tax-exempt organizations and individual philanthropists.
Charitable giving is a key element in estate planning for many clients. High-net-worth individuals and families often have specific philanthropic goals and objectives. The years 2024 and 2025 have been particularly significant and challenging for nonprofit organizations due to the new administration and changes in federal funding and public policy, which have impacted their operations. This presentation will cover recent federal income tax developments for charitable organizations, providing valuable insights for estate planners as they assist with major gifts and complex asset donations.
Presenters:
11 a.m.-12:15 p.m. PT / 2-3:15 p.m. ET
Panelists:
11:30 a.m. ET / 8:30 a.m. PT