Charitable Tax Planning

You might already be involved in charitable planning which makes the discussion even easier. However, in many cases people do not see the benefit in charitable planning.

In a recent case, a client had a large tax that would be due on his stock and business sale. This client had never given anything to charity. Upon a recommendation to use charitable planning the client didn't want anything to do with it. Our question to this him was "who do you like less, the IRS or a charity"?

If done correctly, you can include charities and end up paying less to the charities than you would to the IRS.

What can we help you with?

Reduce or eliminate the capital gain tax on stock
Eliminate the need to do a 1031 exchange to eliminate the tax and recapture on selling real estate
Sell your business with little to zero tax
Eliminate the potential of up to 65% tax on IRAs, 401-Ks and annuities
Eliminate the estate tax due on life insurance
Receive a tax efficient or tax free income from assets

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