Charitable Planning for Transitioning Business Owners Featuring Phil Cubeta

Pat and Walter interview Phil Cubeta, the Wallace Chair in Philanthropy at The American College, on why exiting a business can be seen as “a beginning rather than an end”, and that charitable giving, generosity, and philanthropy can play a key role in the new beginning. Phil also highlights specific charitable planning tools and how they can be effectively applied to an owner’s plan for exit.Link to Phil's LinkedIn: https://www.linkedin.com/in/philipcubeta/Te learn more about Ennis Legacy Partners, clic here: ennislp.comConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.