XPX Atlanta: Charitable Giving and Estate Tax Considerations for Business Owners

It’s Thanksgiving Month and the season of Giving is here!

We have not had a deep dive on incorporating philanthropic minded business owners who may want to incorporate charitable giving as part of their legacy in conjunction with the biggest transaction of their life. What better way to start the conversation than when discussion of giving, being thankful, and discussion of what kind of legacy the business owner wants to leave behind, than now?

Come join us on this luncheon to hear from three professionals in their field through three different lenses! The perspectives of an attorney, a CPA, and Gift Planning Officer from a large non-profit will shed some light on this topic. This can be another opportunity to help our clients think out of the box of traditional “exit planning!”

Our Speakers:

Josh Dukelow
Gift Planning Officer
Community Foundation for Greater Atlanta

Josh Dukelow is the Gift Planning Officer at the Community Foundation for Greater Atlanta. There, he works with donors and their advisors to include charitable gifts in estate plans, and he educates trusted advisors across Atlanta on charitable planning tools. Josh moved to Georgia from Wisconsin in March of 2022, where he had worked for nonprofits of all types and sizes. He ran for Mayor of Appleton, WI in 2016, and from 2016 to 2022 he hosted a daily news talk radio show that regularly highlighted estate planning and charitable giving techniques.

Trace Brooks
Founder and Managing Partner
Brightside Estate & Elder Law

Trace Brooks is the Founder and Managing Attorney of Brightside, an Atlanta-based estate and elder law firm. He advises business owners, high-net-worth individuals, and families on complex tax and estate planning matters, with a focus on family businesses, private equity principals, and multigenerational wealth. Trace also teaches Wills, Trusts, and Estates as an Adjunct Professor at Georgia State University College of Law. He frequently speaks on estate and tax planning topics, and his writing has appeared in the ACTEC Law Journal. Trace is a member of STEP, the Atlanta Bar Association, and several other professional organizations.

Kevin Hakes
CPA, Director of Private Client Services
Mauldin & Jenkins

Kevin Hakes, CPA, is a director in the Private Client Services practice of Mauldin & Jenkins. He joined the firm in 2016 after earning his Master of Professional Accountancy degree from Georgia State University. Since joining Mauldin & Jenkins, Kevin has served clients in a number of areas including business, individual, trust, estate, and gift tax planning and compliance. He also provides strategic and succession planning, state and local tax (SALT) services, tax consulting, and tax advisory. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Georgia Society of Certified Public Accountants (GSCPA).

Agenda: