Spring CE Class in Portland

Spring CE Class for Professional Advisors

Gifts of Commercial Real Estate
June 13, 2018 
11:30 am to 1:00 pm

We will be gathering a small group of like-minded advisors in the Portland community to hear from Jeanne McMains, J.D., VP of Gift Planning Services at NCF. Jeanne will join by live webinar. 

CE Classes will be held at the NCF Northwest office in Portland, 7357 SW Beveland Road, Suite 210. The luncheon presentations include Case Study Application and Q&A. CFP Credit is available.
There is no cost to attend, but advance RSVP is required and limited seats are available.
For more information please email kkavehrad@ncfgiving.com


Course description:

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. 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.
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
To be held June 13, 2018 from 11:30 am to 1:00 pm.

 

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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