Charitable Planning

We strive to give each client an understanding of charitable giving. When executed correctly, clients can take advantage of charitable deduction and reduce the tax liability. We can assist clients with their philanthropic desires by providing planning concerning the formation, operation and reporting in connection with private foundations, public charities, supporting organizations, donor-advised funds, charitable remainder trusts and charitable lead trusts. We can also advise your family members regarding the deductibility of various contributions to charitable entities for income, estate, and gift tax purposes.

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