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Tax-Smart Giving

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Beware of ‘Ghost’ Tax Preparers This Tax Season

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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Consolidated Appropriations Act 2021 (CAA) and Your Charitable Giving

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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Boost Your Tax Savings by Bunching Deductions

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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10 Ways That Tax Law Changes Could Affect Your 2020 Tax Return

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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