Webinar Details
Course Description

Join Jeanne McMains, Vice President of Gift Planning with National Christian Foundation and Nick Adamy, Managing Director of Adamy Valuation, as they discuss charitable planning strategies related to asset-based gifting. Jeanne will use case studies to show how asset-based gifting works, including gift economics and tax advantages. Jeanne will also address gift considerations and what to listen for when talking with your clients. Nick will address the business valuation side of gifting a business interest, including discounts. 

Learning Objectives
  • Recognize the benefits associated with asset-based gifting opportunities
  • Identify common structures of transactions involving asset-based gifting
  • Understand key gifting considerations
Prerequisites
  • None required.
Who Should Attend

Accountants, financial planners, and other professionals who work with business owners. Business owners interested in asset-based gifting will also enjoy this session.

Advanced Preparation

None required.

Presenter Details
  • Nick Adamy

    Nick Adamy is a Managing Director and Shareholder of Adamy Valuation. He has extensive experience providing valuation, financial advisory, and expert witness services to private and public companies, business owners, corporate finance executives, investors, trustees, and attorneys for a variety of purposes. 

    He has advised clients on transactions and cases involving mergers & acquisitions, shareholder stock purchases, initial public offerings, leveraged buyouts, shareholder litigation, estate and gifting, divorce, commercial litigation, and employee stock ownership plans. He has worked with companies ranging in size from under $5 million in revenues to over $4 billion across a b... Read more


  • Jeanne McMains

    Jeanne McMains has been a practicing attorney in the areas of estate planning, business succession, and non-profits since 1995. She currently serves as the Vice President of Gift Planning with The National Christian Foundation where she assists families nation-wide with achieving their charitable gift planning goals.

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa 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 submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
Monday, January 20, 2020

1:00 PM EST (see additional timezones)

CPE
  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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