“It’s not that successful people are givers; it is that givers are successful people.” – Patti Thor

  • Assisting individuals and corporations in fulfilling their charitable goals while utilizing various tax planning structures
  • Establishing public charities, private foundations, and other not-for-profit organizations
  • Recommending charitable vehicles
  • Preparing Federal and State annual returns and reports
  • Representing charitable organizations and their boards or trustees

“Action is the foundational key to all success” – Pablo Picasso

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