A couple quick updates:

• For those who checked out the cryptocurrency presentation from a couple of weeks back, and wanted to spend more time hearing me talk about charitable giving and tax rules, in collaboration with the excellent attorneys at Gassman, Crotty & Denicolo, there are two new presentations to check out. One, on Selecting a Philanthropic Vehicle, took place last week and you can find the video here. (I’ll fully admit that I moved too fast because there was far more material than we could hope to cover). The second part of that presentation: “Charitable Solutions for Wealthy Clients of Caring CPAs: UBIT and Tax Reporting” will actually take place on Wednesday (2/23/22) at 1pm. Both are free, so feel free to check them out and judge my presentation style and content. In the spirit of sharing information, I’m embedding some of the slides that I contributed to the presentation. We’ll be adding more fine-tuned versions of these to the Resources page soon.

• We have added a new location: Los Angeles! In terms of our office address for meetings and days where the Southern California-based employee(s) (as of 2 weeks ago, just me) deign to venture into the office, that is 445 S. Figueroa Street, Suite 3100, Los Angeles, CA 90071. San Francisco will continue to be our headquarters, and I’ll be traveling back and forth regularly (without charge to clients) for client and networking meetings. And, we should have another attorney starting in a few weeks that can help us ‘hold down the fort’ up there. But, we are very excited to be expanding into Southern California and getting to know more of the non-profits and philanthropists down here doing great work, especially those aligned with our mission. Please don’t hesitate to reach out to us if there is anything we can do to support the Los Angeles nonprofit community!