Do you want to do something now about reducing and/or eliminating confiscatory income taxes, inheritance taxes, long term capital gains taxes, and perhaps IRD (income in respect of a decedent) taxes on your qualified pension or profit sharing plan assets?
You must be willing to invest not only some money, but also time and creative energy while going through the “learning curve” to thoroughly understand your charitable planning.
The objectives of our Charitable Tax Planning process are threefold:
1. Reduce and/or eliminate your “Involuntary Philanthropy”
2. Enhance your financial prosperity for yourself, your family and your
business affairs, and at the same time…
3. Increase your current and future charitable giving – “Voluntary Philanthropy”
Are You Willing To Do Business With Us?
1. Retain us to represent you?
2. Spend some money with us to cover our design fees as
we custom design your charitable tax planning strategy?
After our first conference with you, we will quote our
fees to you in advance in our written Client Agreement
Letter so that you will know going in what your exposure
is on fees, which will be based solely on our estimated
hours of time to develop your plan.
Can You Afford Not To Hire Us?
If we can’t save you 5 to 10 times in income taxes and/or 50 to 100 times in estate taxes what you pay us in fees, you probably don’t need us!
If you have any questions please email or call us.
