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Create Your Plan Estate Planning Guide E-newsletter The Peterson Society
  • Bequest—If you are looking for a way to leave a lasting legacy, consider naming us as a beneficiary of your will or trust. This is among the most popular ways to give back and allows you to continue to use your assets.

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  • A charitable gift annuity is a great way to support our mission while leaving a lasting legacy

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  • IRA Charitable Rollover—If you are 70 1/2 or older, an IRA rollover gift is a great way to support our mission, manage your income and taxes and simplify your charitable giving.

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News

Tuesday March 28, 2017

Our News
Exciting events are happening at Buffalo State
Thank you for your interest in Buffalo State. Our hope is to serve you and your family with helpful information.
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Savvy Living
Services That Can Help Seniors with the Rigors of Travel
Do you know of any services that help seniors with the rigors of traveling? My youngest daughter is getting married in a...
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Washington News
Phone Scams, IRAs and Tax Extensions
The IRS published multiple reminder letters this week. In IR-2017-64 the Service warned tax preparers to watch for phishing emails claiming to be from clients. The latest tactic is for a scammer to send an email to tax preparers with a "last minute" request to change the refund destination. The change may be a direction for the IRS to send the refund to a prepaid debit card. If a tax preparer receives a "last minute" request, he or she should verbally reconfirm the new address or card with the taxpayer. In IR-2017-63 the Service reminded taxpayers who turned age 70½ during 2016 to...
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Personal Planner
Loans and Sales to Children
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child...
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Phone: (716) 878-4658  •  bscfoundation@buffalostate.edu