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
How to Find a Doctor
May 17, 2024
Can you recommend any resources to help me locate doctors in my area? I am looking for an orthopedic doctor for my elderly parent and...
Finding Affordable Internet Services
May 10, 2024
The Affordable Connectivity Program, which subsidizes my monthly internet bill, is about to end. What are my options for finding affordable home internet services?...
Financial Resources for Grandparents Raising Grandchildren
May 3, 2024
I am raising two of my grandchildren. Are there any programs that financially help grandparents who are raising their grandchildren?...
Washington News
Free File Extended for Five Years - Direct File Decision Promised Soon
May 24, 2024
On May 22, 2024, the Internal Revenue Service announced a five-year extension of the Free File program. With Free File, taxpayers can use tax-filing software at no cost. During the 2024 filing season, there were...
IRS Cautions Taxpayers About Tax Credits
May 17, 2024
On May 14, 2024, the Internal Revenue Service (IRS) published a consumer alert. The IRS warned taxpayers that there are thousands of returns that include false claims for the Fuel Tax Credit, the Sick and...
Home Energy Improvements in 2024
May 10, 2024
In IR-2024-137 the Internal Revenue Service (IRS) encouraged taxpayers to make updates to their home to qualify for home energy credits. The credits were significantly expanded by the Inflation Reduction Act of 2022...
Personal Planner
Domicile - Where You Live Affects Your Taxes
May 24, 2024
A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and also lived for many years in Nevada...
Family Limited Partnerships
May 17, 2024
A family limited partnership (FLP) is usually created by parents. It has several purposes. An FLP can save estate taxes and permit transfers to family members...
Family Business Bailouts
May 10, 2024
Joe and June started Children's Clothing Company 30 years ago. They are now both age 65 and are interested in retiring. Their daughter Susan is currently the company president and their son Michael is the...
