Donating Your Wealth

If your goals include a philanthropic component, we can carefully integrate it within your overall strategy. We can assist you by recommending various alternatives and methods of making significant donations, which can be done during your life and/or as part of your estate planning. The tax laws in these areas are continuously changing. Our extensive CPA experience, along with keeping up with the latest regulatory changes can add significant value to your charitable pursuits.

Here are the services we provide for donating your wealth:

  • Charitable Trusts
  • Donor Advised Funds
  • Current Outright Donations

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