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Charitable Giving  |  Estate Planning  |  Legacy Planning  |  Stock inversions  |  Wealth Management  |  estate planning  |  legacy planning

Stock Inversions Can Be Good for Nonprofits

Although corporate stock  inversions have come under fire lately, U.S. based multinational companies continue to announce inversion plans. In an inversion transaction, the shareholders of the U.S. Corporation must exchange their shares for shares of the foreign parent corporation.  Although the inversion transaction qualifies as a tax-free reorganization that imposes no tax on the U.S. Corporation, this exchange is a taxable event for shareholders.

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