Advisors can help charitably minded business owners reduce capital gains and estate taxes by donating closely held shares to a donor advised fund before a sale.
If your client base includes business owners, you are no doubt at least generally aware of the benefits of giving closely held business interests to charity. Beyond that, though, the details may get fuzzy. That is totally understandable. Most advisor… [4073 chars]
Source: Lincoln Journal Star | Published: 2026-06-16T20:09:00Z
Credit: Lincoln Journal Star
