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
Extreme Heat and Tips to Stay Safe
July 5, 2024
I work for a county health department where we see individuals affected from heat-related illnesses. Can you provide information on the effects of extreme heat...
Tips and Tools for Family Caregivers
June 28, 2024
Can you recommend any resources that offer help to family caregivers? I have been taking care of my parent and could use some help...
Finding Reliable Health Information Online
June 21, 2024
How can I determine if the health information on a website is trustworthy? I typically research a symptom, drug or health condition online. However, with...

Washington News
Social Media Tax Advice Warning
July 12, 2024
The Internal Revenue Service (IRS) issued a new warning about scams through social media. The IRS has received thousands of requests for inflated tax refunds. Many of these taxpayers relied on improper or inaccurate social...
Top Security Tips for Tax Preparers
July 5, 2024
The Internal Revenue Service (IRS) announced a new campaign aimed at tax preparer security. The campaign is called "Protect Your Clients; Protect Yourself."...
Direct File Improvements Needed
June 28, 2024
The Treasury Inspector General for Tax Administration (TIGTA) has completed an analysis of the IRS Direct File pilot program. The report indicated there were several recommendations given to the IRS to improve the Direct File...

Personal Planner
Seven Questions on Gifts to Children
July 12, 2024
Many questions arise when we consider the options for giving to children. Why should we give? When, what and how should we give? Will gifts impact the self-esteem and initiative of the child?...
Caring for Minor Children
July 5, 2024
"Who would take care of our children? I am not sure anyone would be willing to accept that responsibility," remarked Shelly to her attorney, Jim. "It's not that they aren't good children. They are all...
Who Will Receive Your Property?
June 28, 2024
"Who should receive my property?" Helen asked her attorney, Clara. "There are so many decisions to make. Since Morgan passed away, I need to make these decisions myself...
Finance News
Stocks
McDonald's Releases Earnings Report
February 14, 2025
McDonald’s Corporation (MCD) released its fourth quarter and full year earnings on Monday, February 10...
Bonds
Treasury Yields Vary
February 14, 2025
Treasury yields varied this week as investors digested the latest economic data. Yields fell later in the week following reports that inflation remains a concern, which suggested the Federal Reserve may hold off on further...
Interest
30-Year Mortgage Rate Continues Decline
February 14, 2025
Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, February 13. The survey indicated the 30-year fixed mortgage rate continuing to lower away from 7%...