Taxwise Giving

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13 Arcadia Rd Ste 4
Old Greenwich, CT 06870
+1 (203) 637-4553
https://taxwisegiving.com

Taxwise Giving, located in Old Greenwich, CT, specializes in providing comprehensive resources for deferred giving, ensuring that trust agreements meet the complex technical requirements set by the IRS. Their Two Volume Set offers detailed explanations of income, gift, estate, and capital gains tax implications, along with simplified forms and instructions for computing charitable deductions.

The company also includes specimen agreements for various types of lifetime and testamentary trusts, as well as forms for federal reporting. With annual updates, Taxwise Giving aims to help donors and charities navigate the intricacies of charitable deductions and estate planning effectively.

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