Charitable Giving

Charitable donations can be an important part of your tax strategy while also helping causes you care about. The team at Bernath & Rosenberg will work with you to develop an understanding of your philanthropic intentions and recommend strategies that include annual gifts as well as the creation of a long-term legacy plan that reflects your values.

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We’ll discuss your situation, goals, and needs. Our dedicated advisor will then assist you in achieving true wealth through expert accounting, wealth management, and/or tax guidance.

Financial guidance for your business and family.

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Five Towns Office

126 Spruce Street Cedarhurst, NY 11516

Lakewood Office

1515 Pine Street, Suite 250 Lakewood, NJ 08701

Monsey Office

365 Route 59, Suite 203 Airmont, NY 10952

Florida Office

820 W 41 St. Suite 413 Miami Beach, FL 33140

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