FEDERAL INCENTIVES
With an investment in select Congress-approved infrastructure projects, you could reduce your tax bill by 75% or more.
We've helped tech workers, law firm partners, bankers, and others with high ordinary income reduce their taxable income by as much as 85% with Federal Investment Tax Credits
The process is simple, and the benefits are huge. We'll be by your side from beginning to end.
Work with us and our accounting partners to target the proper amount of tax credits and the corresponding investment size.
This part is easy. Using our simple online process, complete the required paperwork and finalize your investment in minutes.
Here's the fun part: You're entitled to up to 70% federal tax credits, 25% depreciation, and 100% of your investment returned in annual earnings. Learn more ->
Bottom line
Enter a few data points and see the potential additional gains from a CLAT. The tool is customizable, too, so you can tell us more about your family and liquidity needs to get an even more accurate picture.
Calculate the gainsThe process is simple, and the benefits are huge. We'll be by your side from beginning to end.
Use our knowledge library and planning tools to evaluate the available strategies and choose the one that's right for you. And if you need guidance, we're just a Zoom call away.
Answer a few questions — in 10 or 15 minutes — and we'll draft your fully compliant, lawyer-vetted documents and help you transfer your assets.
Here's the fun part: You're entitled to a 100% deduction on money you place in your trust, so you'll owe zero taxes on that income. Yes, you heard us right!
You can invest out of your trust just as you would have from your personal accounts — in public equities, startups, crypto, real estate, and more.
Once your trust is up and running, you'll make small annual distributions to your chosen charity.
At the end of your trust's term (between 20 and 30 years, in most cases), whatever is left in the trust after your donations will go straight to you.
Because we've automated the process of forming a tax-advantaged trust, we can set up your account for free, and we only start charging if you decide to move your assets in.
Once you move assets into your trust, we charge a reasonable, fixed fee to cover the costs of administration, like annual filings, accounting, and asset custody.
Our interests are aligned: You'll also pay us a small portion of the value of your trust assets every year, so our earnings only go up only if ours do. We're working for you.
AN ALTERNATIVE
With a tax efficient Charitable Lead Annuity Trust (CLAT), you can bring forward future charitable deductions to write off up to 100% of the income you'll earn this year.
Keep up to date with the latest insights to reduce your taxes.
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