Sep 01, 2021
Life insurance can offer more benefits than you might realize, both for estate planning and charitable giving.
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Jun 13, 2021
Have you ever thought that a donor advised fund (DAF) is something that only “other people” can take advantage of? If any of the following statements ring true for you, then it’s time to reconsider.
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Mar 04, 2021
Ghost tax preparers are virtually invisible and untraceable, which could potentially cause serious problems for taxpayers, who are ultimately held responsible.
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Feb 03, 2021
The Consolidated Appropriations Act 2021 (CAA) replaces the expired CARES Act, which was passed in March 2020 to address economic hardship during the coronavirus pandemic. Learn how it impacts your charitable giving.
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Nov 30, 2020
Changes to the tax code two years ago sparked a new trend in charitable giving: “bunching” your donations.
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Nov 30, 2020
Between the far-reaching personal and financial effects of the COVID-19 pandemic (and the economic stimulus packages developed to provide some relief), the sensationalism of election year politics and the significant changes made to tax laws within the past 12 months, 2020 has been a roller coaster of a year, to say the least. And, as we approach the end of this year, American taxpayers could be affected in a number of ways.
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