The tax and financial considerations applicable to fiduciaries and trusts and charitable institutions, entities, and individuals require a distinct knowledge. ATSCPA shares the knowledge it has developed by providing a broad array of services related to the charitable-giving process. We can assist clients with these types of objectives:
- Planning for income tax minimization
- Integrating estate and gift tax opportunities
- Designing charitable gifts
- Selecting the appropriate vehicle for charitable giving, such as a trust, a public or private foundation, or charitable gift funds
- Creating private charities and foundations
- Selecting appropriate assets to fund a charitable entity
- Representing clients to obtain nonprofit status with the IRS
- Structuring internal accounting and administrative controls to provide proper management and stewardship of individuals with fiduciary responsibilities