financial planning services, namely, developing and managing charitable giving strategies on behalf of individuals, businesses, charitable organizations and local government agencies

Education services, namely, providing classes, workshops, and seminars in the field of charitable giving and income tax mitigation

Tax and taxation planning, advice, information and consultancy services

Charitable fundraising strategy utilizing a specific type charitable lead annuity trust for which the principal will revert back to the grantor at the end of the charitable term and will be taxed as the grantor (creator) for federal income tax purposes