Optimize Your Complex Assets

Posted May 21, 2024 by Jean Spinosi

Our team has experience managing complex assets, including business interest, commercial and residential property, oil and gas interest, Crypto, retained life estate, sale of a business, and S Corp stocks. Utilizing complex assets for charitable giving could result in a tax deduction and amplify the impact on your favorite charity.

Please contact Scott Hartman for more information at shartman@catholic-foundation.org or 614-443-8893.


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“Consider this: whoever sows sparingly will also reap sparingly, and whoever sows bountifully will also reap bountifully. Each must do as already determined, without sadness or compulsion, for God loves a cheerful giver.” 
2 Corinthians 9: 6-7

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