At Ivana Liberatore CPA, CFP® & Associates, we integrate every piece of your financial life into one clear, coordinated strategy. Whether you’re building wealth, preparing for retirement, or protecting what you’ve earned, our goal is to help you enjoy financial clarity today and lasting security for tomorrow.

*All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

**Generally, a donor advised fund is a separately identified fund or account that is maintained and operated by a section 501(c)(3) organization, which is called a sponsoring organization. Each account is composed of contributions made by individual donors. Once the donor makes the contribution, the organization has legal control over it. However, the donor, or the donor's representative, retains advisory privileges with respect to the distribution of funds and the investment of assets in the account. Donors take a tax deduction for all contributions at the time they are made, even though the money may not be dispersed to a charity until much later.

***Charitable Remainder Trust: Such trusts are used to develop a vehicle for donations to a favorite charity, which also allows for the reduction of income taxes through a charitable deduction and favorable tax treatment at the date of the gift by non-recognition of built-in capital gains.