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
Where Solo Agers Can Find Help
April 18, 2025
I have been giving more thought to how to plan for the years ahead. As someone who may not have immediate family to rely on...
Protecting Yourself from Identity Theft
April 11, 2025
I am very concerned about identity theft. What can I do to protect myself?...
How to Choose a Volunteer Vacation
April 4, 2025
What can you tell me about volunteer vacation programs? I am interested in doing some traveling but would like to connect it to something more...
Washington News
Late Filer Penalty Relief
April 18, 2025
On April 16, 2025, the Internal Revenue Service (IRS) explained the penalty relief options for taxpayers who missed the filing deadline. The IRS encourages taxpayers to file and pay taxes if they are able to...
Tax Deadline - eFile or Request Extension
April 11, 2025
The April 15 tax deadline is rapidly approaching. The Internal Revenue Service (IRS) reminds taxpayers they should promptly file their tax return. The best practice is to file a return electronically and request any refund...
Tax Payment Plan Options
April 4, 2025
The Internal Revenue Service (IRS) reminded Taxpayers of the April 15 tax filing and payment deadline. If you are not in a disaster area, a combat zone or are living and working abroad, you are...
Personal Planner
Gifts of Homes
April 25, 2025
Most families purchase their largest personal residence in their mid-forties. Families with children often need the additional space.
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Gifts of Land
April 18, 2025
Many friends of charities have benefited from a gift of land or a gift of land with a building or other structure. There are two main benefits for this gift...
Gifts of Stock
April 11, 2025
What will the market do this year? Perhaps the best answer is, "It will go up and down." Stock returns vary to a significant degree each year. However, long-term stock returns have been reasonably substantial...
