Spring CE Classes in Seattle and Spokane

Spring CE Class in Seattle and Spokane

Tax-Efficient Charitable Strategies Involving Commercial Real Estate

A technical deep dive into the options for and complexities of gifts of commercial real estate.

 

In this session we will use a case study approach to examine some of the technical matters pertaining to gifts of commercial real estate.

Topics include:

  • Getting off the 1031 Exchange “merry-go-round”
  • Tax free rental income
  • Tax free sales
  • Navigating dealer status
  • Debt positioning
  • Property management
  • Sales to related parties
Attendees will learn about innovative approaches which produce significant opportunities to optimize charitable goals, business goals, and long-term transition planning even long before a sale is contemplated.

The presentation includes Case Study Application and Q&A.

CLE and CFP Credit available.

Presented by: Jeanne McMains, JD, VP Gift Planning at National Christian Foundation.

Date: Tuesday, May 1, 2018 in Seattle Thursday, May 3, 2018
Time: 9:00 am to 11:00 am 1:00 pm to 3:00 pm

Location:

Ascent Private Capital Management
1420 Fifth Ave, Suite 1300
Seattle WA

Chase Building
601 W Main Ave, 3rd floor
Spokane WA

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About our Speaker:

Jeanne Lee McMains, J.D.
Vice President of Gift Planning Services, National Christian Foundation

Jeanne has been a practicing attorney in the areas of estate planning, business succession, and non-profits since 1995. After owning her own law firm and practicing with a large Midwest law firm, Jeanne currently serves as the Vice President of Gift Planning with The National Christian Foundation where she assists families nationwide with achieving their charitable gift planning goals.

Throughout her career, Jeanne has served as a featured presenter for several financial institutions including A.G. Edwards & Sons, AllianceBernstein, Fidelity Investments, Merrill Lynch, Morgan Stanley, New York Life, Northwestern Mutual, Principal Financial Group, and Ronald Blue Trust. She is also a featured speaker for numerous charitable organizations including: Alliance Defense Fund, Christian Legal Society, Christian Medical Dental Association, Compassion International, Focus on the Family, Kingdom Advisors, Pepperdine University, and the Young Life Foundation.

Jeanne obtained her law degree from Indiana University on academic scholarship and her undergraduate degree from Purdue University with highest distinction honors (summa cum laude equivalent).

 

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