They can assist in prioritizing financial objectives and help meet individual goals such as home ownership, college education, or simply lowering consumer debt. Proper tax planning with the partners will reduce taxes, assure accurate filing and structure inheritance strategies to assure that your assets go to those whom you care about the most. The partners can provide additional technical support with software installation and training. To assure compliance with state and federal regulations, the partners will structure plans to reduce corporate taxes and design compensation benefits and retirement packages to improve corporate performance. Every year, non-profits are under increased scrutiny from local, state and federal governments as well as watchdog groups and the general public.
States are increasingly more aggressive in their solicitation reporting requirements.
The Federal Government has enacted legislation that impacts donors of time, money, services and assets to non-profits. Call or E-mail today for your tax organizer and appointment. For those of you living outside the Northern Virginia Area a comparable gift will be given.