Professional Services
The Philanthropy Team, LLC :: Confidential Estate Plan Consultation
- Item Number
- 188
- Estimated Value
- 2000 USD
- Sold
- 1000 USD to deboor
- Number of Bids
- 1 - Bid History
Item Description
A private and confidential series of consultations (five hours) with Joseph Cohen and Martha Farish regarding any or all of the following matters – it is possible the tax savings ideas generated will offset the donation!
- Estate Plan design review & discussion.
- Estate Tax analysis (if applicable)
- Philanthropic or Charitable Capacity discussion – specific ideas and strategies.
- Two Priceless Legacy Conversations (digitally recorded) for sharing with family loved ones.
- Income tax reduction analysis – savings to offset the donation.
- Charitable legacy strategies for OPAL and other non profits.
- And more as time allows.
Joe Cohen promises that if they cannot find ‘tax savings’ of at least $ 1000 through one or more simple ideas, then he will make an additional donation to OPAL of up to 50% of the winning bid – up to a maximum of $1000.
Item Special Note
Dates and time to be arranged with the donors.
This item is open to ANY bidder, not just Orcas residents.
Donated By:
Martha Farish
Joe Cohen
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