When giving has tax consequences, the strategy should be just as sound as the return.
Your clients often have charitable intentions with real tax implications — appreciated stock, a liquidity event, or a year-end push to give meaningfully and efficiently. Turning those intentions into a sound giving strategy takes dedicated, ongoing attention that sits outside the tax work itself.
I'm your philanthropic partner who handles that piece.
Giving made simple, and aligned with your tax planning
I help your clients give thoughtfully and at the moments that matter, coordinated with the tax planning you manage. And I take care of what makes giving go smoothly — vetting charities to make sure they're legitimate and a good fit, and handling the donation acknowledgements your clients need. They give with confidence, and you have what you need at tax time, without anyone scrambling at year-end.