Rob Snowden, ASA, ABV
Managing Director

322 Lamar Avenue
Suite 210
Charlotte, North Carolina 28204


South Park Advisors
(704) 817-1584

Rob Snowden Joins Panel to Discuss Charitable Gifts of Business Interests: Key Planning Considerations

Charlotte, NC: South Park Advisors is pleased to announce that Rob Snowden, ASA, ABV, will join a panel of distinguished experts to discuss the valuation and tax issues associated with gifts of closely held business interests.

This continuing education virtual event will be hosted by the Foundation for the Carolinas on Tuesday, May 25, 2021 from 9 am – 10 am.

Program Description

Gifts of closely held business interests are becoming an increasingly important way for business owners to make meaningful and tax-efficient charitable gifts. Please join us for a virtual panel discussion focusing on issues raised in most transactions, including valuation, timing, tax considerations and substantiation rules – all areas of focus by the IRS.

Registration is required. 

Rob Snowden is the founder of South Park Advisors, an independent business valuation firm that caters to business owners, attorneys, accountants, commercial bankers, trust departments, insurance agents, and financial planners. He has more than 20 years of experience providing valuation and advisory services to companies ranging in size from less than $1M to $1B in sales across multiple industries. Although Rob works with all areas of the business, he specializes in estate and gift tax reporting, ESOPs, ownership transition and advisory, dispute resolution, equity sales, buy/sell agreements, recapitalizations, stock option plans, and charitable foundation reporting and lending purposes.

About South Park Advisors: South Park Advisors is an independent business valuation firm that caters primarily to meeting the needs of private, closely-held businesses. With offices in Charlotte, NC, Rochester, NY, and Phoenix, AZ, the company focuses on serving owners of middle-market companies with sales of up to $500MM.

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