Giving News
Our goal 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
Should You Get a Heart Calcium Scan?
June 26, 2026
Heart disease runs in my family, and I recently noticed that my cholesterol has been rising. I heard about a scan that can show your...
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...
Washington News
IRS Receives "Better Than Expected" Grade
June 26, 2026
National Taxpayer Advocate Erin M. Collins publishes a report each year on the performance of the Internal Revenue Service (IRS). In her most recent report, the IRS was rated "better than expected in most respects."...
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)...
Personal Planner
Zero-Tax Cash and Trust
June 26, 2026
About 15 years ago, Linda's father passed away. As her inheritance, she received a commercial lot that was a mile outside of town. At the time she received the inherited property, it was worth about...
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...
