NON-PROFIT LEGACY IRA

Tax and taxation planning and consulting services; tax consulting services

Financial advisory, planning and consultancy services, namely, qualified funds distribution; charitable giving planning; charitable giving consulting in the nature of financial advisory, planning and consultancy; charitable giving advisory services in the nature of financial advisory, planning and consultancy; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals and families; financial advisory and consultancy services; financial custodian services; financial consulting services; financial planning services; financial management services; financial administration of retirement plans; retirement planning services; retirement consulting services; individual retirement account services