Service Leader

Lawrence M. Gradzki, CPA, JD, LLM

Lawrence Gradzki

Contact

Parsippany, NJ
973-472-6250
[email protected]

Estate & Gift Planning

Strategic charitable giving can enable a charitably-minded individual to accomplish estate planning goals while also garnering a current income tax benefit. Ranked from basic to most sophisticated, the following is a very broad view of the categories available to prospective donors wishing to make charitable contributions:

  1. Annual cash donations
  2. In kind donations of appreciated assets
  3. QCDs (qualified charitable distribution) from an IRA (for beneficiary over age 70) to charity
  4. Testamentary bequests
  5. Charitable trusts

Q2 Tax with SAX

Recent changes to multistate tax rules introduce new state income tax filing requirements for online…

Corporate Transparency Act Challenged in Alabama

By Senior Tax Manager, Samantha Guis The chatter and discussion around the Corporate Transparency Act…

Watch the Q1 Tax with SAX Webinar

In case you missed it, watch as SAX’s in-house tax experts provide valuable information on...

Contact Us

Fill out the form below to get in touch with Sax LLP.


    Get in touch with Sax by filling out the form below: