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
Best Cell Phones for Seniors
April 5, 2024
Can you recommend some good cell phones for seniors?...
Updating Medicare and Social Security When You Move
March 29, 2024
I am moving to a different state so I can be near my family. Do I need to notify Social Security and Medicare about the...
Who Should Be Screened for Lung Cancer?
March 22, 2024
Who should get screened for lung cancer and what are the Medicare coverage guidelines? I quit smoking many years ago, but I am unsure if...
Washington News
Social Media Scams and Ghost Tax Preparers
April 12, 2024
On the final weekend before taxes are due, the Internal Revenue Service (IRS) published two letters that caution taxpayers about the risks of tax advice found on social media and tax returns created by ghost...
April 15 - File or Extend?
April 5, 2024
As the April 15 tax deadline rapidly approaches, the Internal Revenue Service (IRS) reminded taxpayers that they have multiple filing and payment options. The IRS continues to recommend that taxpayers file returns electronically...
Tax Season Phishing and Smishing Scams
March 29, 2024
On March 28, the Internal Revenue Service (IRS) started the process of publishing the annual Dirty Dozen list. The first scams highlighted this year are phishing and smishing, which aim to steal sensitive information and...
Personal Planner
Gifts of Homes
April 12, 2024
Most families purchase their largest personal residence in their mid-forties. Families with children often need the additional space.
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Gifts of Land
April 5, 2024
Many friends of charities have benefited from a gift of land or a gift of land with a building or other structure. There are two main benefits for this gift...
Gifts of Stock
March 29, 2024
What will the market do this year? Perhaps the best answer is, "It will go up and down." Stock returns vary to a significant degree each year. However, long-term stock returns have been reasonably substantial...
