Event Overview

Join Phoenix Children’s for an interactive panel discussion during National Estate Planning Week, designed to bridge the gap between theory and practice in asset-based wealth preservation.

The panel will dive deeper into real estate and other appreciated assets, exploring how to exit these holdings while minimizing capital gains tax and maximizing charitable impact. Panelists will include experts in real estate, business exit planning, financial advising, and philanthropic advisors who have who bring real-world examples of how they have successfully implemented these strategies.

This event will spotlight innovative tools like bargain sales, charitable remainder trusts, and donor-advised funds—strategies that go beyond the traditional 1031 exchange and apply to a broader range of assets. Attendees will gain actionable insights into how to help clients preserve wealth and reduce tax burdens, all while making a meaningful impact with philanthropic causes they care about.

Whether you're advising clients on selling a business, liquidating real estate, or planning for retirement, this event will equip you with the tools to guide them through complex transitions with confidence and creativity.

Dates

October 28, 2025 @ 5:30-6:30 p.m. (Virtual- Zoom)

As part of this event, participants will:

Identify and evaluate advanced charitable planning tools for how they can be used to preserve wealth and reduce tax burdens beyond traditional methods.
Learn how to guide clients through the process of exiting appreciated real estate holdings while minimizing capital gains tax and maximizing philanthropic impact.
Interact with like-minded individuals in the community

Please contact us at (602) 933-3870 or at giftplanning@phoenixchildrens.com for additional information or to RSVP.