Our mission is to amplify the positive impact of private foundations and philanthropic families by providing specialized tax and accounting services that fit their unique needs.
Private Foundation Tax Services
The Essential Role of Record Keeping in Private Foundations
Donors Archives - The Community Foundation
Maximizing Charitable Income Tax Deductions When Donating Art.
Valuing Art for Tax Purposes
Art and Collectibles: Capital Gains Treatment for Passionate Collectors - FasterCapital
A Guide to Incorporating Philanthropy into Your Financial Planning
How Ultrawealthy Use Foundations to Bank Millions in Tax Deductions –
Art and Collectibles: Capital Gains Treatment for Passionate Collectors - FasterCapital
Private Foundations and Municipal Bonds: An Imperfect Fit
How Are Private Foundations Taxed? A Deep Dive
How to Donate Your Art Collection to Charity for Optimal Tax Write-Offs