Matthew J. Madsen Discusses Charitable Giving and Tax Planning in the St. Louis Business JournalDecember 4, 2014
Lewis Rice member Matthew J. Madsen was featured in the St. Louis Business Journal's Table of Experts to discuss tax planning and charitable donations. Matt and the three other panelists examined the best ways to invest, tax implications of that investment, and how a charitable contribution could offset tax dollars.
Additionally, the panelists discussed how the Community Foundation differs from commercial donor-advised funds such as Fidelity or Schwab. The Greater St. Louis Community Foundation helps St. Louisans to assess the resources they have to give and connect them with charities doing effective work aligned with their goals.
To read the full discussion, click under "Resources" below.
Matt's practice includes representing affluent private clients on complex estate and wealth transfer planning matters; estate and trust administration and litigation; and audits of gift and estate tax returns; and successfully navigating the complexities attendant to their wealth planning. He devotes a portion of his practice to advising his private clients on their charitable giving strategies, from simple but effective uses of charitable dollars, to more sophisticated vehicles such as charitable lead trusts, supporting organizations, and foundations.
Matt's practice also includes counseling owners of closely held businesses on business succession planning and other company matters. He similarly advises tax-exempt organizations on charitable matters.
Throughout our Firm's history, Lewis Rice attorneys have made excellence the foundation of our practice. Founded in 1909, more than a century of service has given us the experience, resources and tools to serve our clients' dynamic needs. Our diverse team of more than 150 attorneys provides counsel and solutions for the challenges facing local, regional and national businesses, as well as individuals and families. Lewis Rice maintains offices in downtown St. Louis, suburban Town & Country, Washington and Jefferson City, Missouri and Edwardsville, Illinois. We also have offices in downtown Kansas City, Missouri and suburban Overland Park, Kansas.