Tax and estate planning

Tax and estate planning for clergy can be particularly complex, with many potentially costly landmines – but also, many opportunities to benefit from special tax advantages. Benari Capital has established relationships with a network of experienced CPAs and Super Lawyers across the country who specialize in those vital areas.

As part of our process, we conduct comprehensive reviews of each client’s taxes and estate plans to identify any potential gaps or opportunities to reduce taxes and strengthen their long-term financial plan. Once we’ve created a plan, we partner with our clients’ other professionals (or our network of tax and estate specialists) to develop solutions to achieve the best outcome for each client for both the short and long term.

Whether you need a will, trust, tax planning services, or a complete estate plan, we will work with our network of specialists to ensure that you benefit from the full spectrum of tax advantages available to you, and that you leave behind the legacy you desire.