Charitable Giving

Charitable giving allows you to support the organizations you care about most while opening the door for tax planning opportunities. We specialize in comprehensive charitable planning which is a planning approach to giving that takes into account your overall personal and charitable planning objectives. You can design your charitable gifts to be extensive and tailor them to preserve and transfer your own personal wealth. Gifts of almost any type of asset can be made to charity, including cash, securities, real estate, and even life insurance.

Contact us and we can evaluate your current assets and help you develop a plan to leave a legacy to the charity of your choice while taking into account tax benefits available to you.

Tax Services

Our professionals have extensive experience in tax preparation and planning for S-Corps, Partnerships, LLCs, C-Corps, Estates, and Trust tax returns. We pride ourselves in understanding complex tax transactions and can implement tax strategies to minimize tax liability.

Business Advisory

Our firm will guide you through any challenge you face such as buying or selling a business, succession planning, understanding how the tax reform (TCJA) can benefit your business, converting your entity structure to a more favorable treatment, assisting in getting your business a loan, analyzing your current insurance policies, among various other advisory services.

Individual Advisory

Our professionals will assist in helping you reach your financials goals. We take a closer look at your current financial/retirement planning and analyze your options, while taking into account tax deductions. We consider the value of your estate and will be able to implement estate planning strategies so your wealth can transfer seamlessly to your family.

Charitable Giving