Supporting Charitable Causes

For October, I want to highlight our involvement with the local community and how we’ve helped our clients maximize their giving potential. Giving back to the community is an integral component of our mission as a firm. We donate a portion of our profits to organizations whose missions are supported by our family of clients and employees.

In recent years, we have been humbled by the generosity and good will of our clients that align with our values as a firm. Since people generally give back to the community for selfless reasons, there may be tax strategies available, which you can take advantage of, to help enhance your charitable giving.

As a CPA, I have been able to educate the people we help that their good will can actually be rewarded in the form of a tax benefit. Not only has this saved some of our clients a significant amount of money, but has often led to the ability to donate more money to the organizations that need it.

If this topic interests you and reflects the kind of relationship you are looking to have with a financial advisor, consider reaching out to myself or any other members of the team by clicking here .

My Best,

Tim Joseph, CPA & Financial Advisor