Charitable Giving

Charitable giving is the key to a sustainable community. One River CPAs is uniquely positioned to help you work through the maze of giving. Our clients feel comfortable knowing that we have the ability to help them better understand how much of their contributions benefit the local community. We will also work with donors to devise a plan that will maximize tax benefits, lower estate tax consequences or even plan for contributions to span generations.

Our Services Include:

  • Assistance with choosing the right Non-Profit
  • Tax planning with Charitable Remainder Trusts
  • Reviewing Donor Advised Funds
  • Assistance with Private foundations
  • Estate and Gift tax considerations

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How can we help you?

Contact one of our advisors for a free consultation…

Jamie Boulette

CPA
DIrector
Tax Consutant

Gary Smith

CPA
DIrector
Director of Audits

Alison Royall

CPA
DIrector
Tax Consutant