Planned Giving

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Donor Story - Tax-Free Sale
Tax-Free Sale
Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell....
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Personal Planner - Seven Questions on Gifts to Children
Seven Questions on Gifts to Children
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...
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Washington News - IRS Enhances Taxpayer Protections
IRS Enhances Taxpayer Protections
In IR-2019-101, the Service explained its latest efforts to protect taxpayers from identity thieves. Taxpayers, professional advisors and third parties (such as...
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