Monterey Trust Management
The IRS has been more
attentive to the gifts we make to charities and the resulting tax
deductions claimed. What this means to you and I is that while we still
want to benefit charity, we need to be sure that all the right steps are
taken in order to comply with the strict IRS regulations regarding
laws are complex and can be a challenge but one thing is certain: our
charities and non-profits need our donations more than ever. The
deductibility is a bonus, just be sure to have the right documentation
to meet IRS requirements - if asked.
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Unlike traditional wealth management firms such as banks and brokerages, Monterey Trust Management, Private Client Services does not sell investment and financial products.
We do two things and we do them extremely well:
Family Office Services and Trustee Services
Monterey Trust Management works with your team of trusted advisors in a fully objective capacity helping identify and facilitate sophisticated legal and financial solutions.
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