Estate & charitable giving strategies for individuals

Wealth without strategy fades. Our team helps turn your assets into lasting impact—maximizing tax benefits, safeguarding your vision and ensuring your influence endures. No guesswork, no missed opportunities—just a dedicated team committed to helping you build a legacy that stands the test of time.

Our services

Turn your charitable passion into a powerful income engine. Secure a steady flow of cash for life while making a meaningful difference.

Take charge of your giving with a flexible approach to managing charitable donations. Enjoy immediate tax benefits while making a bigger impact—our experts help you choose the right grants from your fund over time to support the causes you care about most.

Protect what you’ve built and pass it on with confidence. Through thoughtful estate and trust planning—including wills, trusts and other legal tools—we help you manage and transfer assets smoothly, reduce tax burdens and ensure your wishes are honored.

Unlock the real potential of your charitable contributions by planning over multiple years. Strategically structure and time your gifts to boost tax benefits while maximizing support for meaningful causes.

More ways to win

Explore how SSC can elevate your financial journey, from securing your financial independence to fortifying your assets for unstoppable growth.

Secure your tomorrow today

“SSC CPAs + Advisors” and “SSC” are the brand names under which SSC Advisors, Inc. and SSC CPAs, PA provide professional services. SSC Advisors, Inc. and SSC CPAs, PA practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. SSC CPAs, PA is a licensed independent CPA firm that provides attest services to its clients, and SSC Advisors, Inc. entities provide tax, advisory, and business consulting services to their clients. SSC Advisors, Inc. is not a licensed CPA firm. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by SSC Advisors, Inc. and SSC CPAs, PA. Advisory services provided through Wealthcare Advisory Partners, LLC doing business as SSC Wealth, LLC. Wealthcare Advisory Partners LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.