Gifts of Copyrights, Trademarks and other Intellectual Property
David Newman will be speaking on, "Gifts of Copyrights, Trademarks and other Intellectual Property," at the National Association of Charitable Gift Planners Conference. This discussion will take place on Thursday, October 18, 2018 from 11:30 AM - 12:30 PM (PT) at the Paris Las Vegas Hotel in Las Vegas, NV.
The democratization of technology means that more people are able to create and transfer intellectual property, including patents, trademarks, and copyrights, while increased demand for these assets has increased their value dramatically. Charitable contributions of these intangible assets are subject to a surprisingly complex matrix of rules governing the tax benefits arising from those contributions. We will explore these rules with case studies that help planners spot opportunities to develop major planned gifts with a whole new category of assets.
At this event, attendees can expect to learn about:
- Special tax deduction rules for gifts of intellectual property.
- The new categories added of planned gift assets to those we already know and understand.
- The use of case studies to learn how to spot opportunities for gifts from donors who may not own appreciated real estate or stock, but may have valuable intellectual property.
CFRE: Approved for 1 point
CFP: Approved for 1 point
CAP: Approved for 1 hour CE Credit
