Jim Mitchell Speaks on Panel at Fidelity Charitable Advisor Leadership Forum

Family Wealth partner Jim Mitchell spoke on a panel of experts at the Fidelity Charitable Advisor Leadership Forum discussion titled Complex Assets as Charitable Gifts: An Overlooked Tax Strategy for UHNW Clients.  The discussion explored the growing trend of contributing complex assets, such as private equity assets, privately-held C-and S-corp stock, limited partnership interests, and certain restricted stock, to public charities.