DonatE Tax Efficiently

Your tithes & donations may qualify you for a larger tax refund.

Let's Talk

If you'd like to discuss your charitable contributions & tax efficiency, request a complimentary consultation here.

Learn how you can potentially lower unnecessary taxes on your donations

Get a seasoned CPA's analysis of your current tax plan

No cost to schedule a consultation

Learn From Professionals

Robert J. Beck, CPA

As the Managing Partner at Wealth Management CPAs, Rob oversees asset-growth and advises on various financial, tax, and estate processes. 

Rob founded Wealth Management CPAs to be Salt Lake City’s resource on all things in the financial, tax, and estate planning world. Over the past decade, Rob’s team of attorneys and CPAs have helped many people protect and grow their wealth.

Kelly G. Purser, CPA

Kelly has spent decades working with complex Federal & Utah State tax laws. His clients see a remarkable turn-around time for their tax returns, for a reasonable fee.

Tax Benefits for Charitable Donations

Are you making regular donations to a charity? Your church? The Animal Foundation? 

Many people miss out on the tax benefits that can come from making these donations,  simply because their tax plan isn’t comprehensive– it doesn’t address all the nuances of the federal and state tax code.

The reality is that the IRS has created valuable tax breaks for those who donate to charity. Our CPAs can provide you with a more relevant, clear understanding how you can identify and take advantage of these potential tax benefits.

If you’re interested in learning more about these benefits, and how they could qualify you for a larger tax refund, please request a consultation.

Donate Smart

This is a pressing topic for anyone who makes regular charitable contributions. In this short 2-minute video, I explain one way you can protect your wealth from unnecessary taxation.

Make QCDs Work For You

*If you’re over age 70.5

Often times, people miss out on bigger tax refunds because their tax strategy isn’t comprehensive. There are a lot of moving parts in the financial, tax, and estate world, and they can easily influence one another in subtle (or considerable) ways. 

At our firm, we specialize in identifying subtle tax strategies like this one. If your interested in learning about more ways you can donate or pay tithing tax efficiently, feel free to request a complimentary consultation here.

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Thank you for your interest in our service project! We will reach out and invite you when we're approaching Memorial Day 2021.

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