Exploring Charitable Real Estate Options Under the New Tax Regime
Exploring Charitable Real Estate Options
Under the New Tax Regime
Speaker: Stephanie C. Buckley
Stephanie Buckley serves as Senior Vice President and Senior Regional Fiduciary Manager of Philanthropic Services within The Private Bank at Wells Fargo. Stephanie leads a team of experienced specialists that provides philanthropic advice to Wells Fargo clients throughout the Southwest and California Regions. Prior to joining Wells Fargo, Ms. Buckley worked at Pepperdine University for over 10 years as an associate vice chancellor of the Center for Estate and Gift Planning. Stephanie has worked in philanthropy for more than 18 years.
Ms. Buckley earned a BA degree in Economics with high honors from the University of California, Santa Barbara, a JD with a specialization in business law from the University of California, Los Angeles School of Law and an LLM in taxation with honors from Loyola Law School in Los Angeles.
Ms. Buckley is a member of the State Bar of California, on the editorial board for Planned Giving Today, a former trustee for Heifer International Foundation and a past president for both the Los Angeles Council for Charitable Gift Planners and the Planned Giving Council of Ventura County. She serves on the faculty of the American Institute for Philanthropic.
Using highly appreciated real estate for charitable gifting can greatly benefit both real estate owners and charities, but did the Tax Cuts and Jobs Act impact utilizing this asset for charitable gifting? In this session we will explore what changes, if any, the new tax laws have on gifting real estate to charity. We will also cover the different techniques for gifts of real estate and which techniques are best for your clients’ based on their needs and goals.