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Strategic Planning for a Charitable, Tax-Smart CRNA
CRNA cut taxes & gave back via Bitcoin plan.
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Overview
A Certified Registered Nurse Anesthetist (CRNA), operating as an independent contractor, came to Pulse CPA looking for ways to reduce taxes while staying true to their passion for giving back. The client was financially disciplined and generous, but their current tax setup wasn’t aligned with their goals. We identified multiple planning opportunities that would allow the client to reduce taxable income, support charitable causes, and plan for retirement—all without compromising cash flow.
Results
Pulse CPA recommended establishing a Bitcoin Donor Advised Fund (DAF), allowing the client to donate appreciated cryptocurrency assets in a tax-efficient way. This avoided capital gains taxes and provided a charitable deduction. In addition, we set up a Profit Sharing Plan to supplement their retirement savings while further reducing taxable income. Combined, these strategies led to an estimated $26,000 in tax savings, supported long-term charitable giving, and positioned the client for a more secure financial future.
Conclusion
This case exemplifies Pulse CPA’s ability to merge financial planning with personal values. By understanding the client’s desire to give back, we developed a strategy that allowed them to support charitable causes while still saving significantly on taxes. Smart giving can—and should—be strategic. With the right tools and advisors, clients don’t have to choose between generosity and financial efficiency.
Get a Free Consultation
A free consultation with Pulse CPA gives you the chance to get clear, expert insight into your finances - without the pressure or commitment. It’s your first step toward personalized, strategic accounting support that helps you run your business with more confidence and less stress.
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