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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Savvy Living
I recently received a strange call from an individual claiming to be a Social Security employee. The caller informed me...
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Washington News
On June 13, the Senate passed the Taxpayer First Act (TFA) and sent the bill to the President for his signature. The bill to reform the IRS received praise from leaders of both parties.
Senate Finance Committee Chairman Chuck Grassley (R-IA) supported the bill and noted it is "a big first step toward strengthening taxpayer protections and turning the IRS into the customer service organization it ought to be."
Senate Finance Committee Ranking Member Ron Wyden (D-OR) also spoke favorably about the IRS reform act. He stated, "Our bill includes critical provisions to improve customer service,...
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Personal Planner
Parents have a number of reasons for making gifts to children. First, a parent should have sufficient resources for...
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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.
