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
Tips for Job Seekers
May 16, 2025
What advice do you have for finding employment opportunities?...
How Much Ibuprofen Is Too Much?
May 9, 2025
I take Ibuprofen regularly for arthritis pain and headaches, but how can I tell if I am exceeding the safe dosage?...
How to Get Assistance from Social Security
May 2, 2025
I plan to apply for my Social Security retirement benefits later this year. Where should I seek assistance?...
Washington News
IRS Advice for Late Filers, Extenders and Nonprofits
May 16, 2025
In a series of letters, the Internal Revenue Service (IRS) provided advice to late filers, those who have extended their deadline to file until October and nonprofits. Taxpayers who missed the April 15 filing deadline...
Avoiding Scammers Who Claim to be IRS Agents
May 9, 2025
The Internal Revenue Service (IRS) is concerned because there are continuing scams on taxpayers taking place by phone, text, email, and in-person. The IRS reminds taxpayers that it normally initiates contact with a letter or...
Prepare for Summer Wildfires and Hurricanes
May 2, 2025
The Internal Revenue Service (IRS) reminds taxpayers that May is National Wildfire Awareness Month and the week of May 4th to the 10th is National Hurricane Preparedness Week. The National Oceanic and Atmospheric Administration (NOAA)...
Personal Planner
Family Business Bailouts
May 23, 2025
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...
Family Business - Sell and Retire
May 16, 2025
Bill and Alice started their family business many years ago. The early years were very challenging. Both worked without salary and it was a great struggle to finally get the business on a solid financial...
Loans and Sales to Children
May 9, 2025
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a home, to start a new business, to cover costs...
