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Michael Mooney and Melissa Sampson McMorrow present at State Street Global Advisors-Charitable Asset Management Gift Planning Conference
Print PDFMichael Mooney, chairman of Nutter, along with Melissa Sampson McMorrow, member of the Tax Department, presented at the State Street Global Advisors Charitable Asset Management Gift Planning Conference on April 23.
Michael and Melissa addressed the planning issues involved in making a charitable gift in conjunction with the sale or liquidation of a privately-held or publicly traded corporation. Specifically, they discussed the timing of a gift relative to a sale or liquidation, tax and other regulatory issues, and gift valuation.
