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"Charitable Planning for Business Exits," New Orleans Planned Giving Council 2nd Quarter Meeting, New Orleans, Louisiana

By John (Hobie) A. Hotard, Jr.
June 4, 2026

Hobie Hotard, an associate in the Tax Practice Group in the New Orleans office, presented at the New Orleans Planned Giving Council 2nd Quarter Meeting on June 4, 2026, in New Orleans, Louisiana. Hobie's presentation "Charitable Planning for Business Exits" explored strategies for integrating philanthropy into liquidity events, such as the sale, recapitalization, or IPO of a closely held business. He focused on how business owners can use tools like donor-advised funds, charitable remainder and lead trusts, private foundations, and other vehicles to reduce income and capital gains taxes, achieve long-term charitable goals, and preserve family or corporate values during a transition.

Related Professionals
  • name
    John (Hobie) A. Hotard, Jr.
    title
    Associate
    phones
    D: 504.582.8719
    email
    Emailhhotard@joneswalker.com

Related Practices

  • Tax
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