In a voluntary capacity, I’m hoping to help a couple friends at Anthropic find an excellent financial advisor or tax lawyer to navigate decisions around Anthropic’s recently announced stock buyback, and around the best way to donate stock. I would be hugely grateful for recommendations to people or firms that are:
Because this is such a nuanced and complex area, I don’t expect that generalist CPAs will be right for my friends. By default, I’m planning to get in touch with a few firms that specialize in this area and reach out to professionals on the XY Planning Network who seem like they could be a strong fit - I’d also welcome suggestions for other places to look.
Thanks in advance; I’m hopeful that this could be an impactful match to make!
Shartsis Friese was my law firm for something similar. They were pretty competent.
Excellent, thanks!