Crescendo Interactive, Inc. - Business Planning Seminar

There is great interest in effective planning for business owners! If you have previously attended an Advanced Seminar or have demonstrated expertise and experience in gift planning, this seminar is for you.

Learn how to help donors move businesses into unitrusts in the new year. The new UBI rules open the door to thousands of new business unitrusts! We have focused this seminar on the interests of business owners because they are the potential major donors in today's economy.

When a business owner retires or sells the business, there now are great new opportunities for both major planned gifts and substantial current gifts. But to receive these major gifts, you need to understand the basics of family business. Some are partnerships, some are Subchapter S Corporations, some are LLCs and some are C Corporations. This seminar covers everything from charitable remainder trusts to lead trusts and zero tax plans. CLE credits: 12 hours.* Receive five free GiftCollege credits when you register!

Unitrust - Proprietorship
Unitrust - FLIP Unitrust Document
Retirement Unitrust
Unitrust with Insurance Replacement
"S" Corporation Term of Years Unitrust
Sale and Unitrust/Zero Tax Option
Charitable Gift Annuity
Flexible Deferred Gift Annuity
Charitable Lead Trust with Partnership
Lead Trust for Grandchildren
Annuity Lead Supertrust
Testamentary Unitrust with IRA/Children
Testamentary Unitrust with IRA/Spouse
Family Foundation Plus Trust
Bypass IRA Unitrust
Life Plus Term Option
4-Layer Testamentary Lead Trust
Education Unitrust
Married Couple Estate Plan
Zero Tax Plans

* Crescendo Interactive, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Ste. 700, Nashville, TN, 37219-2417.

CPE , CFP, CLE credits: 12 Prerequisite: Comprehensive Seminar. Course Level: Advanced. Instructional Method - Group-Live. For information on policies for cancellations, complaints or refunds contact Sandra Henningsen at 800-858-9154

"This seminar was an excellent resource for learning about the different ways that our prospects and donors who are business owners can help the University and, at the same time, benefit themselves and their families. While this conference provides ample information for the professional who prepares the charitable gift plans, it also is valuable for the planned giving professional who primarily needs ideas to discuss with the donors and their advisors."

Eric Halonen
Executive Director of Gift Planning
Michigan Technological University

"The Business Planning Seminar introduced many tax-wise strategies for prospective donors who are business owners wanting to retire or sell a business and make a gift to charity. I am excited about having this knowledge and I look forward to putting some of these strategies to work. As usual, the instructor was extremely knowledgeable, well-prepared, and organized."

Wendy Eastman
Director of Gift Planning
University of Richmond

"Most of us in the development profession have clientele who are business owners. In many cases they have built their businesses from the ground up through a lot of sweat and hard work.

What most of us in this field don't fully understand is how we can help these special people make a meaningful transfer to the next generation without giving the lions share to Uncle Sam. The Business Planning Seminar can prepare anyone interested in helping their clients identify better ways to provide wealth transfer while limiting taxes.

I have attended many seminars on Major and Planned Giving and have close to 20 years experience in the development field but the Business Planning Seminar stands out as being the most helpful to my business clients while benefiting charity in the process."

Doug Tollefson
Director of Resource Development
Arch Diocese of Portland

"Some of our greatest opportunities for major gifts are from people who start or own their own businesses. The Business Planning Seminar equipped me to help these friends achieve their charitable goals. Whether their gifts involve their qualified retirement plans, a gift of corporate property or a gift of closely held stock, they will provide tens of millions of dollars for the benefit of our students and faculty. Thanks to Crescendo for providing me with the skills to work with these generous friends of The University."

Paul J. Youngdale, Jr.
Executive Director, Estates and Trusts
The University of Texas System - Austin, Texas

"I found the entire session very clear and useful - the best Crescendo program that I've attended. I've already put the information about IRA CRTs to work on a $1.3 million proposal."

Greg Buesing
Director of Planned Giving
California State University, Northridge

Seminar	Dates
Business Planning Seminar Camarillo, CA	3/09/2009	-	3/10/2009