Charitable Planning

Our Services

• Nonprofit taxation and compliance, including support with Forms 990 and 990-PF.

• Charitable giving strategies that align with estate and tax planning goals.

• Guidance on property tax planning under California law, including Prop 13 and Prop 19.

• Capital gains and estate planning strategies for charitable donations.

• Structuring charitable gifts to maximize impact and minimize liability.

• Long-term planning to ensure tax-efficient philanthropy across generations.

Why It Matters

Without proper planning, charitable gifts and California property tax rules can create unnecessary tax liability. Strategic planning helps ensure that your contributions achieve maximum benefit for both you and your chosen causes, while preserving assets for your family.

Thoughtful planning also ensures compliance with federal and California requirements, reducing risk and maximizing long-term tax efficiency.

We combine technical tax experience with practical planning to help clients achieve their philanthropic and financial goals. Our team develops custom strategies tailored to each client’s objectives, ensuring compliance with state and federal laws while maximizing charitable impact and long-term tax efficiency.

Our integrated approach ensures that charitable planning aligns with estate, business, and property tax considerations.

Our Approach

Take the Next Step

Ensure your charitable giving and property tax planning are aligned with your long-term goals. Contact Weitz Law today to develop a strategic and tax-efficient plan tailored to your needs.