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What We Do
We are the professional advisory solution for your clients' tax mitigation needs using reversionary charitable lead annuity trust, which we (of course) refer to as an iCLAT. In case you are wondering, the "i" in iCLAT stands for "i"mmediate "i"ncome tax savings charitable lead annuity trust.
Our professional engagements include all the professional/legal services and documentation necessary to design, establish, and fund new iCLATs for your clients. Importantly, we also provide all the documentation to each client’s tax preparer so the iCLAT’s very large immediate charitable tax deduction can be properly reported on the client’s individual tax return (Form 1040).
Built around trusted relationships.
Professional Advisors
Accountants, attorneys, family offices, and financial planners.
Churches + Ministries
Ministries that refer clients to our team.
Charitable Organizations
Charities that refer clients to our team.
DAF Sponsors
Donor advised fund sponsors that refer clients to our team.
Let’s explore what is possible for your client.
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Assets return to the client after the set term of years.
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100% focused on income tax savings
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No estate planning/death discussions
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Simple to explain, establish, and administer
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A focused 2 to 3 week engagement
What we do not do: We do not manage investments, serve as trustees of iCLATs, or recommend charitable organizations to receive part or all of an iCLAT’s recurring annual distributions.
From design to implementation.
Design
We build customized iCLATs for your client's particular situation.
Establish
We assist with the execution and funding of the iCLAT.
IRS Reporting of Large Charitable Deduction
We provide all the documentation necessary to properly report the iCLATs large charitable deduction on each client’s Form 1040.
A collaborative extension of your advisory team.
Most of our clients are referred to us by accountants, attorneys, family offices, financial planners, charities, ministries, and donor advised fund sponsors.
Every client engagement is collaborative with you, the professional advisor, your client, and his or her other advisors. This highly collaborative approach is paramount to everything we do. One of our primary goals is to add value to the trusted advisory relationship you have with your client.
Simply stated, our clients are primarily your clients.