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This profile was last updated on 2/10/15  and contains information from public web pages and contributions from the ZoomInfo community.

Ms. Karla D'Alleva Valas

Wrong Karla D'Alleva Valas?

Managing Director, Complex Assets...

Local Address: RAL, North Carolina, United States
FMR Corp.
82 Devonshire Street, V13H
Boston , Massachusetts 02109
United States

 
Background

Employment History

Board Memberships and Affiliations

Education

  • juris doctorate
    New England School of Law
  • bachelor of arts degree , chemistry and sociology
    Mount Holyoke College
  • master of laws degree , taxation
    Boston University School of Law
31 Total References
Web References
Karla Valas | Fidelity Charitable
www.fidelitycharitable.org, 19 Oct 2014 [cached]
Karla D'Alleva Valas
...
Karla D'Alleva Valas
Karla D'Alleva Valas is managing director of the Complex Asset Group for Fidelity Charitable, an independent public charity with a donor-advised fund program.
In her current role, Ms. Valas manages a team of attorneys that bring deep knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held C-corp or S-corp shares, to charity. Ms. Valas and her team work directly with donors, their advisors, and corporate and business lawyers to facilitate charitable transfers of these assets to achieve the most favorable tax treatment with the greatest charitable impact.
Prior to overseeing the Complex Asset Group for Fidelity Charitable and its unique service offering, beginning in 2001, Ms. Valas was Fidelity Charitable's chief compliance officer responsible for providing integrated tax, legal and compliance support for the donor advised fund program.
Ms. Valas joined Fidelity Investments in 1998, serving in various roles before supporting Fidelity Charitable. Previously, Ms. Valas was an appellate court attorney for the New York Supreme Court Appellate Division Third Judicial Department.
Ms. Valas earned her bachelor of arts degree in chemistry and sociology from Mount Holyoke College and a juris doctorate from the New England School of Law. She also earned a master of laws degree in taxation from Boston University School of Law. She is admitted to practice law in the Commonwealth of Massachusetts and the State of New York. Ms. Valas is an active member of the Junior League of Worcester, Inc., where she is a past president and also served as vice president of finance and treasurer.
Donating Complex Assets to Charity | Fidelity Charitable
www.fidelitycharitable.org, 24 May 2012 [cached]
Karla D'Alleva Valas
When Does it Make Sense to Donate Real Estate to Charity (PDF)
...
By Karla D'Alleva Valas, Managing Director, Complex Asset Group, Fidelity Charitable
Fidelity Charitable Helps Clients Donate Complex Assets to Maximize Giving | Fidelity Charitable Gift Fund
www.fidelitycharitable.org, 3 June 2011 [cached]
"While gaining in popularity, there is still a broad lack of understanding of the benefits and the option of donating these assets to charity, and a perceived complexity around the process for doing so," said Karla Valas, managing director of the Gift Fund's Complex Assets Group. "The Gift Fund has the in-house resources to make this process simple for donors and advisors and has built an expertise in this area since our inception 20 years ago."
Valas added that with the recent significant growth in donations of these assets, the Gift Fund has expanded its staff of internal experts in complex assets to provide technical guidance for advisors and donors through its consultation service and advisor seminars.
Complex assets are typically highly appreciated and donating them to charity before a potential sale transaction allows the donor to minimize capital gains tax on the sale of the asset. In addition, by donating these assets to a public charity, like a donor-advised fund, donors can deduct the current market value of the asset.
"Donor-advised funds are uniquely suited to accept donations of illiquid assets especially when a donor has a time-sensitive need, wants to fund multiple charities and/or hasn't decided on charitable recipients," said Valas.
Southern Federal Tax Institute
www.sfti.org, 24 Oct 2014 [cached]
Karla D'Alleva Valas, Fidelity Charitable, Raleigh NC
Karla D'Alleva Valas, ...
www.worth.com, 31 May 2013 [cached]
Karla D'Alleva Valas, Managing Director, Complex Asset Group Fidelity Charitable®
Why is cash not always the best asset for me to donate to charity? By Karla D'Alleva Valas
...
Karla D'Alleva Valas Fidelity Charitable® 200 Seaport Boulevard Boston, MA 02210 800.682.4438
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