Practice Areas

Not-For-Profit Entities and Charitable Giving

  • Charitable Trusts
    • CRAT's, CRUT's, CLAT's, charitable annuities, and other vehicles designed to obtain long term income and estate tax benefits while satisfying the client's charitable intent
  • Gift structuring and gift agreements
    • Substantial gifts to charity should be accompanied by arrangements that deal with use of the funds over time, naming rights, flexibility in future planning, and other rights and responsibilities concerning the gift.
  • Private foundation set-up and administration
    • Private foundations are burdened with numerous compliance requirements.  We advise and assist clients in setting up the entity and managing the entity so as to avoid compliance problems, allowing the client to focus on the charitable purposes for which they established the entity in the first place.
  • Public charity set-up and administration
    • Tax compliance, donor relations, and other administrative matters can take away from the time required to carry out the entity's charitable purpose.  We assist our clients in navigating the issues ranging from simple tax filings to complex litigation.
  • Planning with art and collectibles
    • Advise on valuation, provenance, auction, sale, gift agreements, tax reporting, sharing and use rules, and other aspects of these specialized assets
  • Integration with business succession
    • Navigating the rules and implementing planning during the time leading up to the sale of a business tax deferral and charitable benefits that can be obtained upon sale of the business
  • Transference of values and value
    • We believe that planning needs to account for the personal values and goals of the clients in order to be effective.  Each client has unique values and concerns that our planning always endeavors to address.
  • Integration with income tax planning
    • The firm began in the 1970's as a tax boutique, and we have never moved far from our roots, applying all of our tax planning skills and experience to the work performed by the firm.
  • Coordination and team approach with other integral advisors
    • Working comfortably with other professional advisors, whether as the quarterback or fullback, depending on what is required and appropriate in a given situation
 

Industries Served

  • Automotive Manufacturing & Dealerships
  • Banking
  • Broadcast Media
  • Construction
  • Energy & Utilities
  • Entrepreneur/Start-Up Companies
  • Financial Services
  • Food/Beverage Services & Hospitality
  • Healthcare
  • Information Technology
  • Leasing Companies
  • Manufacturing & Distribution
  • Mortgage Companies
  • Not-For-Profit Organizations
  • Pharmaceuticals
  • Retail
  • Service Companies
  • Shipping & Logistics
  • Specialty Finance
  • Telecommunications
  • Trading Companies
 

Cases

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