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
Can You Stop and Restart Social Security Benefits?
June 7, 2024
I recently got an unexpected inheritance, and I do not need Social Security income right now. Is it possible to suspend my benefits and restart...
Helpful Tips for Maintaining Balance
May 31, 2024
I have fallen a few times over the past year and was interested in learning balance exercises that can help improve my steadiness?...
Ways to Make Gardening Easier
May 24, 2024
What tips can you offer to make gardening easier on the body? I love to putter around and work in the garden, but my back...

Washington News
Impersonation Scams Target Seniors
June 14, 2024
On June 12, 2024, the Internal Revenue Service (IRS) announced that it is joining together with other governmental agencies to address the "rising threat of impersonation scams."...
Will AI Protect Taxpayers from Scams?
June 7, 2024
At a Inflation Reduction Act industry conference held on June 5, Internal Revenue Service (IRS) Transformation Lead for Notifications and Scams, Kareem Williams, discussed the latest efforts to protect taxpayers. The IRS is exploring options...
IRS States Direct File Is Permanent
May 31, 2024
On May 30, 2024, the Internal Revenue Service (IRS) announced the Direct File program will be a permanent option. The IRS plans to expand Direct File and offer the option for all states to participate...

Personal Planner
Gift Tax Surprise
June 7, 2024
"Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do...
Zero-Tax Cash and Trust
May 31, 2024
About 15 years ago, Linda's father passed away. As her inheritance, she received a commercial lot that was a mile outside of town. At the time she received the inherited property, it was worth about...
Domicile - Where You Live Affects Your Taxes
May 24, 2024
A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and also lived for many years in Nevada...
Finance News
Stocks
Goldman Sachs Posts Results
January 17, 2025
Goldman Sachs (GS) released its fourth quarter and full-year earnings on Wednesday, January 15. The company topped analysts’ expectations, causing the investment firm’s shares to climb over 5% after the release of the report...
Bonds
Treasury Yields Fall
January 17, 2025
U.S. Treasury yields fell mid-week as inflation reports revealed consumer prices increased in December. Yields trended lower toward the end of the week as the latest employment data showed the labor market remains resilient...
Interest
Mortgage Rates Reach 7%
January 17, 2025
Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, January 16. The survey showed the 30-year fixed rate surpassing 7%...