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PRIVATE FOUNDATIONS AND CHARITABLE TRUSTS

  • Private Foundation and Public Charity formation 
    (501(c)(3) orgs)

     

  • Foundation administration
     

  • Compliance monitoring for 501(c)(3) rules and regulations
     

  • Tax preparation and filings

  • Grants management 

  • Grant and expense processing

  • Charitable trust and charitable management services

Trust and Estate Planning
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