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 Save on Prescription Eyeglasses
June 19, 2026
What tips can you recommend for finding affordable prescription eyeglasses? I currently have vision coverage through my employer’s insurance plan but will lose it when...
How to Use AI and Protect Yourself from Scams
June 12, 2026
I keep hearing about AI in the news and how it is being used in scams. I am not very tech savvy and find it...
I Have a Will — Do I Also Need a Trust?
June 5, 2026
My spouse and I were recently talking about updating our will and wondered if we should also set up a trust. How do we know...
Washington News
IRS Attacks Elder Fraud
June 19, 2026
The Internal Revenue Service Criminal Investigation (IRS-CI) division is responsible for protecting senior taxpayers from fraud schemes...
27 States Opt Into New Scholarship Tax Credit
June 12, 2026
The Internal Revenue Service (IRS) recently announced that 27 states have elected to participate in the new Federal Scholarship Tax Credit (FSTC) program created under the One Big Beautiful Bill Act (OBBBA)...
Free File Still Available for Non-Filers
June 5, 2026
On June 2, 2026, the Internal Revenue Service (IRS) announced that taxpayers who missed the April 15 tax filing deadline may still use the IRS Free File program...
Personal Planner
Domicile - Where You Live Affects Your Taxes
June 19, 2026
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
June 12, 2026
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
June 5, 2026
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...
