JMP Charitable Management Services
Services and Literature for the Accounting Profession
- Resources for the CPA.The Reference Edition contains 41 present value examples and discussion that are designed to bring the complex
tax rules into a comprehensible financial perspective. The Reference Edition also has sample tax returns and administrator reports, and reporting checklists, as well
as extensive discussion of the tax rules - the only specialized administration resource of its kind to our knowledge.
- Planning major gifts. We help the CPA establish
a reputation for sophisticated charitable planning. We provide tax
research assistance for CPAs who are generalists or specialists in
charitable planning. We are research and planning specialists providing
practical tools and reduced-rate retainer programs that combine literature
and client-specific services.
- Marketing for CPA's. Our booklet on CRTs can not only
be a marketing tool with potential and existing clients but a time-saver
as well. By sponsoring our literature with a local charity or in your
community, the CPA can promote his or her expertise to wealthy clients
while establishing a reputation for furthering the charitable community.
Also consider our literature as an effecient and cost-effective way
to build relationships with attorneys and finance professionals. Ask
an attorney or other busy professional if he or she would rather go
to lunch or get a book they really need, and they'll usually opt for
the book over the salad bar.
- Trust administration. We also serve as back office to the CPA. We provide accounting, tax returns and trust reporting, allowing the CPA the comfort of
knowing the details are in the care of specialists. We encourage CPAs to consider serving as trustee or administrator of the CRT, a start-to-finish scope of
services that will promote long-term relationships with clients and their estates.
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