Four practices, one specialty.
Every engagement at Wesely & Wesely sits in one of four practice areas, all connected by a single specialty: the tax side of charitable giving, with charitable trusts at the center. Each practice has its own scope, audience, and process. New here? Start with how charitable trust planning actually works, or what a trust files each year on Form 5227.
To our knowledge, the only CPA firm nationwide specialized in charitable trusts. Most CRT specialists administer the trust. We do the tax analysis behind it.
Practice areas
Charitable Trust Planning & Design
Feasibility, structuring, and modeling for Charitable Remainder Trusts and Charitable Lead Trusts. We help design the trust before the trust is signed.
Charitable Trust Tax Administration
Annual Form 5227, K-1 distribution to beneficiaries, unitrust payments, tax-optimization of CRT investments, and coordination with the trustee.
Major Gift Consulting
Independent CPA support for prospects evaluating a major gift. Vehicle-agnostic modeling - CRT, CLT, gift annuity, DAF, outright - with recommendations based on the donor's goals.
Personal Tax Planning & Preparation (limited capacity)
Offered in limited capacity. We're not a general tax-prep shop - when we do work with a personal tax client, it's to assist regular and significant givers do so effectively.
Not sure which practice fits your situation?
Start with a conversation. We'll tell you which practice - if any - is the right starting point. Saying no early is part of the value.