As the holidays approach, and the year draws to a close, many of us think about our charitable giving. In order to help you benefit from a tax deduction for those gifts, the IRS has published six [...]
We all want our charitable dollars to make a difference, but when we are inundated with requests, how do we decide which charities will receive our donations?There are groups that help donors [...]
If you plan to gift to your children or grandchildren this year, and they held a summer job in 2014, consider contributing to a Roth IRA on their behalf in order to provide for tax-free income [...]
Our webinar entitled “Preventing High-Tech Identity Theft” launched Wednesday, November 19 at 12pm. We welcomed David Floyd, our cybersecurity consultant, as the presenter. Please [...]