CTAC offers complete trust administration services regardless of the assets utilized in funding the charitable trust, including family limited partnerships, annuities, real estate, tangible personal property and closely-held stock. CTAC also has unitization and sub-accounting capabilities. Ongoing services include trust accounting, reporting, compliance guidance, federal and state tax form preparation and customized private foundation management services.
CTAC is committed to fostering lasting client relationships. The primry focus is to operate a trust administration boutique for those who favor professional service providers possessing a highly responsive company ethos.
Concierge Level Services
CTAC understands that clients expect prompt and competent service, maximum flexibility, and legally permissible control over their charitable trusts and foundations. CTAC offers constructive, can-do administration services and assists you and your advisors in structuring a philanthropic agreement that accomplishes your goals and objectives.
Customized Solutions
CTAC designs workable charitable trust solutions for clients who require specialized planning or own challenging assets.
Compliance
CTAC maintains an extensive charitable tax planning library and philanthropic research network. Each day, CTAC receives and analyzes all the federal and state taxation news, important court cases and information provided by the Council On Foundations (COF). CTAC's legal counsel has experience working directly with the IRS National Office on letter ruling projects concerning charitable tax matters. Additionally, CTAC’s expert staff attends continuing education programs including the University of Miami Philip E. Heckerling Institute on Estate Planning and the National Conference on Planned Giving.
Institutional Services
Of special interest to banks, charitable organizations, law offices, accounting firms, financial corporations and insurance companies who prefer to outsource their administration, CTAC can build third party administration services and customize reports to fit your specifications.
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