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Jeff Thomas

AC21 Workshop-Papering the Truth: If God Owns your Business, Why Not Make it Legal? (A Case Study)

About the Course

Some business owners who embrace a profound faith claim that “God owns my business.” In this session, host Jeff Thomas interviews business executives who have taken the steps to make that belief a reality: they have donated the ownership of all or most of their companies to faith-based organizations. This case study examines the considerations and legal tools to maximize charitable planning and giving by giving away a portion of a closely-held business to charity. 

About the Speaker

Jeff  Thomas

Jeff Thomas

Arkos Global Advisors

Jeff Thomas is the Founder and CEO of Arkos Global Advisors, LLC, a pure fiduciary wealth management company that is opening offices across the country. Seeking to help clients at a deeper level, Jeff and his team founded Arkos after 25 years at the largest firms on Wall Street. Jeff authored the book Trading Up: Moving from Success to Significance on Wall Street and is a co-host of the Generous Business Owner podcast with Alan Barnhart and Jeff Rutt.

Continuing Education

Accepted for CE Credit

Hours: 1
Designations: CKA®, CFP®, IMCA, PACE, FPSC, Institute, Insurance
Minimum  Passing Grade: 80%