We believe our most valuable assets are the people that make up Litman Gregory and the strong reputation for integrity, intellectual honesty, and excellence that we have earned over the years in our relationships with clients, business associates, and the national financial media. This reputation has been established by taking great care to cultivate a team of highly skilled professionals who share our core values and who have a passion for our profession. The resulting company culture and the people behind it are the foundation for our continued success.
We are active participants in our communities, as individuals and as a firm.
The Litman Gregory Charity Partnership Program proudly supports two local nonprofits dedicated to alleviating and preventing homelessness. Our involvement includes volunteer opportunities for all employees in addition to meaningful financial contribution:
One of the longest continually operating social service agencies in California, based in San Francisco. Compass counselors work with families to develop a personalized housing plan while providing them with the support they need to stabilize, get back on their feet, and go forward on the path to self-sufficiency. Compass provides childcare, healthcare, education, employment, shelter, transitional housing, mental health care, legal services and a host of basic needs services to address each family’s unique circumstances as they work toward housing stability, self-sufficiency and well-being.
SHELTER, Inc. strives to realize a vision: Re-building lives, one family at a time, by giving them a home, the skills, and the resources to live the life they deserve. Each year, SHELTER, Inc. helps over 6,000 men, women and children in Contra Costa County; almost half of those helped are children.
Our LG team has come together to raise funds for wildfire victim support and rebuilding efforts, and to meet other urgent and ongoing needs as they occur. Each year, we donate to a variety of causes that are seeking to care for, strengthen and enhance the communities in which we live and work.
Incorporating “Giving Tuesday” and End-of-Year Donations into Your Philanthropic Plan
Giving Tuesday shines a light on philanthropy and encourages you to maximize your impact on the causes and organizations most important to you. In this post, we share the tips and strategies that we find useful in our philanthropic planning with clients.
Replay: 2021 Year-End Wealth Planning Webinar
This time of year presents an opportunity to check in on your financial goals and revisit the strategies that best position you for year-end and the coming year. In this replay, Litman Gregory Senior Advisors cover a variety of important financial planning topics to guide your planning, including tax strategies and estate planning.
Tax Planning for All Seasons
While we await final details of the “human infrastructure” spending bill and any incorporated tax law changes, we share some timeless tax planning techniques and ways that we seek to optimize the tax-efficiency of our client portfolios during the tax year.