Overview
Charitable Benefit Tax Solutions
Our Charitable Benefit Tax Solutions leverage an innovative Series LLC structure developed in collaboration with outside experts. Each participant receives 99% ownership of a newly formed Series LLC, providing both unprecedented control and meaningful tax advantages.
Every Series is uniquely created for the participant and holds product-linked gift cards, giving them full authority to direct donations, retain value, or pursue resale—while maintaining the benefits of partnership-level donation mechanics.
This advanced structure is designed to:
- Qualify contributions as non-recognition events under IRC §721
- Ensure capital asset treatment
- In many cases, eliminate the need for Form 8283 (depending on individual return treatment)
At Fortress Wealth, we provide the knowledge, structure, and strategies to make charitable giving not only impactful but also financially optimized.
Maximize Your Refund
Key Structure Features
- Control and authority to direct donation, retention, or resale
- Partnership-level donation mechanics improving documentation and audit alignment
- Tacked holding period via IRC §1223 may eliminate need for Form 8283
Responsive and Reliable
We understand the importance of timely and reliable service. Our team is always responsive to your needs and strives to provide you with the best service possible.