Appreciated-property gifts
Tax basis, holding period, contribution records, deduction support, appraisals and valuation records, and the effect on estimated payments and returns.
Charitable giving & foundationsCharitable giving
Charitable giving
& foundations
Tax planning and reporting for appreciated-property gifts, private foundations and other charitable arrangements, coordinated with the recipient and your other advisors.
Gifts, foundations and charitable trusts
Donor-advised funds
Tax planning and return support for contributions to a sponsoring organization.
Charitable trusts
Tax analysis and returns related to charitable remainder or lead trusts, coordinated with legal and investment advisors.
Private foundations
Foundation returns, contribution and distribution records, investment income, grants, and related family tax work within the engagement.
Legal documents and implementation
Hickok Tax Law, PC, a separate law firm from Hickok Tax Advisory, may be separately engaged to create or amend a trust, form an entity, and prepare related legal documents when legal implementation is needed.
The tax and legal firms remain separate. Legal services are not included in the Hickok Tax Advisory engagement.
Accounting for a nonprofit or foundation
Operating nonprofits and foundations can use the organizational section for books, payroll coordination, management or board reporting, Form 990 work, state filings, and audit-firm coordination.
Open nonprofit servicesRelated reading
Before a concentrated-stock sale or gift
The size of the position is not the only source of complexity. Compensation history, tax basis, holding periods, state facts, charitable plans, cash needs, and the rest of the year may all affect the tax result.
Read the article