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
Robotic Pets Can Provide Comfort
July 3, 2026
My parent, who has dementia, recently moved into an assisted living facility that does not allow pets. I am thinking about getting them a robotic...
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...
Washington News
Guidance Issued for Child IRA Accounts
July 3, 2026
The Treasury Department and the Internal Revenue Service (IRS) recently issued guidance regarding the new child IRA accounts, also known as "Trump Accounts." In Revenue Procedure 2026-25, the IRS created a gift tax reporting safe...
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...
Personal Planner
Gift Tax Surprise
July 3, 2026
"Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do...
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...
