Giving News
Our hope is to serve you and your family with helpful information. Read about the latest tax and legal developments relevant to charitable giving along with savvy living tips, personal planning and more.
Savvy Living
Tips to Prevent and Treat Age-Related Macular Degeneration
July 19, 2024
My parent lost much of their vision from age-related macular degeneration (AMD). Is macular degeneration hereditary? What can you tell me?...
Safe Kitchen Tips for Seniors
July 12, 2024
My parent loves to cook but has had several kitchen-related accidents over the past year. Could you provide some tips for making a kitchen safer...
Extreme Heat and Tips to Stay Safe
July 5, 2024
I work for a county health department where we see individuals affected from heat-related illnesses. Can you provide information on the effects of extreme heat...
Washington News
Identity Theft Red Flags
July 26, 2024
In a special series, the Internal Revenue Service (IRS) and its Security Partners have published several articles to assist tax preparers in helping their clients avoid identity theft...
Phishing, Spear Phishing and Whaling
July 19, 2024
The Internal Revenue Service (IRS) is conducting Nationwide Tax Forums sponsored by the Security Summit in five different cities this summer. The four remaining forums are July 30 in Orlando, August 13 in Baltimore, August...
Social Media Tax Advice Warning
July 12, 2024
The Internal Revenue Service (IRS) issued a new warning about scams through social media. The IRS has received thousands of requests for inflated tax refunds. Many of these taxpayers relied on improper or inaccurate social...
Personal Planner
Do You Have a Difficult Family?
July 26, 2024
A businessman with a $2.5 billion estate passed away in 1976. He was single and many individuals, mostly unrelated to him, filed more than 40 wills with the probate court...
How to Give Property to Children
July 19, 2024
Parents have many reasons for making gifts to children. First, a parent should have sufficient resources for retirement and long-term care needs before making substantial gifts...
Seven Questions on Gifts to Children
July 12, 2024
Many questions arise when we consider the options for giving to children. Why should we give? When, what and how should we give? Will gifts impact the self-esteem and initiative of the child?...
