Brad Bedingfield to Speak at Florida Tax Institute

February 15, 2024
February 15, 2024
8:00 AM EST

Brad Bedingfield will present "Charitable Planning Opportunities and Risks Pre-Sale" at the Florida Tax Institute. The conference is February 14 - 16, 2024 in Tampa, FL.

About the Session

Thursday, February 15, 2024

8:00 - 9:00 AM

We often tell donors to identify their “tax-heavy” assets for their philanthropic gifts, allowing them the double benefit of income tax deductions and avoidance of taxable income. Highly appreciated assets that are soon to be sold are perfect in this regard. However, recent federal tax cases have demonstrated that, if done incorrectly, pre-sale charitable planning can backfire badly. Brad will discuss these recent cases and provide an overview of how donors should approach gifts of assets prior to a sale.

About the Florida Tax Institute

This annual conference, sponsored by the Florida Tax Education Foundation, Inc., has been organized by graduates and professors of the University of Florida, Levin College of Law, home of one of the top tax law programs in the United States.

Brad Bedingfield

Brad assists private foundations and public charities with navigating complex tax regulations and procedures, including receipt and disposition of complex charitable gifts and participation in innovative forms of impactful philanthropy.

Related Services

Nonprofit Representation
From corporate governance to tax planning, we provide a full range of services to private foundations and public charities.
Estate & Tax Planning
Our comprehensive approach is flexible, so it's tailored to each client’s unique financial situation, family, goals, values, and more.
Litigation & Dispute Resolution
From high-stakes business litigation to probate and land use and real estate litigation, we help clients resolve difficult disputes.