Periagoge
Scenario

When tax strategy conflicts with generous impulses

I sold my company and want to give most of it away immediately but my accountant says I should wait for tax reasons and I hate thinking about money when I am trying to be generous.

More people experience this than they realize.

What we've seen

The newly wealthy person confronts how practical financial considerations can corrupt or complicate what feels like a pure impulse toward generosity.

Your guide for this
Rabia
Rabia works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Charitable giving structures?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.