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Guide to Wills We would like to send you a FREE Wills Guide. This helpful information may enable you to avoid an accidental disinheritance.
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Professional Advisors We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends.
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Personal Planner - Gifts with Life Income
Gifts with Life Income
Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is for a charitable gift. A donor of appreciated property receives a charitable tax...
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Washington News - IRS Records for Charitable Deductions
IRS Records for Charitable Deductions
In IR-2015-48, the IRS outlined the required records for substantiating charitable deductions. The basic requirement is that gifts are made to a qualified charity. The...
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