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.
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.