At InVia Capital, we are committed to advancing thoughtful dialogue on the complex tax and valuation issues affecting charitable real estate donations.
Explore the recent article co-authored by InVia Capital’s Chief Financial Officer, Geoffrey Rhines. This was published in the July issue of Current Accounts, the official magazine of the Georgia Society of CPAs. “Fee Simple Gifts, Highest and Best Use and IRS Scrutiny: Substance Over Form in Charitable Real Estate Donations” examines important tax considerations surrounding charitable real estate donations, including valuation issues, IRS scrutiny, and the importance of structuring transactions based on economic substance rather than form. The article provides timely insights for CPAs, tax professionals, attorneys, and investors involved in conservation and charitable planning. The article appears on page 10 of the magazine.
