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Gifts with Life Income

Personal Planner

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...
Choosing a Retirement Community

Savvy Living

Can you help me find retirement communities that offer a range of housing options and care services, from independent living to nursing home care? I plan to downsize from my current home, and I want...
No IRS Victory Lap on Direct File

Washington News

On April 16, IRS Commissioner Daniel Werfel spoke before the Senate Finance Committee. Werfel discussed the completion of the tax filing season on April 15 and the new Direct File option available to...
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