Capital gains, K-1s, and a W-2 on the same return — a modeled, coordinated review shows what appreciated-stock giving and the right timing could change. Before year-end, not after.
Not in Illinois? Neither are most of our clients — we serve all 50 states.
We plan for high-income donors and their families — major philanthropists · concentrated-stock holders · foundation & DAF givers · W-2 + K-1 + capital-gains returns.

You vet every cause you fund. Your tax return deserves a second set of eyes too — here's what coordinated planning models.
Founder of Asija CPA, Sanjay specializes in advanced tax planning for high-income individuals at a major taxable event — the strategies most CPAs never bring to the table.
A free, no-obligation review — we'll map your income and giving against appreciated-stock, DAF, and trust strategies, and show you the projected savings.
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