Successful estate planning requires a thorough understanding of your goals, objectives and motivations. We want to protect your legacy for future generations. In the complex area of estate and trust planning, much is at stake. You need to know that your family, the charitable causes you support and your beneficiaries will receive their intended inheritance with a minimum of estate and gift tax liability. You also may want to maintain an element of control over those assets during your lifetime.
We will help you plan in ways that benefit you in your lifetime, as well as for generations to come and for the charities that you support.
Because they face complex and ever-changing tax and audit compliance standards, nonprofit organizations need experts who can help navigate these challenges by providing specialized tax services. Working with not-for-profit foundations and associations for many years, we have a deep understanding of the tax and accounting complexities they face. Year after year there is more intense scrutiny from government agencies, so they need a partner that can guide them through the myriad tax laws that impact them specifically. We work together with organization leadership to create strategies that minimize both tax burdens and compliance risk associated with all relevant regulatory agencies.