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
Tips to Prevent and Treat Age-Related Macular Degeneration
July 19, 2024
My parent lost much of their vision from age-related macular degeneration (AMD). Is macular degeneration hereditary? What can you tell me?...
Safe Kitchen Tips for Seniors
July 12, 2024
My parent loves to cook but has had several kitchen-related accidents over the past year. Could you provide some tips for making a kitchen safer...
Extreme Heat and Tips to Stay Safe
July 5, 2024
I work for a county health department where we see individuals affected from heat-related illnesses. Can you provide information on the effects of extreme heat...

Washington News
Identity Theft Red Flags
July 26, 2024
In a special series, the Internal Revenue Service (IRS) and its Security Partners have published several articles to assist tax preparers in helping their clients avoid identity theft...
Phishing, Spear Phishing and Whaling
July 19, 2024
The Internal Revenue Service (IRS) is conducting Nationwide Tax Forums sponsored by the Security Summit in five different cities this summer. The four remaining forums are July 30 in Orlando, August 13 in Baltimore, August...
Social Media Tax Advice Warning
July 12, 2024
The Internal Revenue Service (IRS) issued a new warning about scams through social media. The IRS has received thousands of requests for inflated tax refunds. Many of these taxpayers relied on improper or inaccurate social...

Personal Planner
How to Give Property to Children
July 19, 2024
Parents have many reasons for making gifts to children. First, a parent should have sufficient resources for retirement and long-term care needs before making substantial gifts...
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Finance News
Stocks
Stitch Fix Reports Results
March 14, 2025
Stitch Fix, Inc. (SFIX) released its second quarter earnings on Tuesday, March 11. The clothing company’s shares increased by over 20% after reporting better-than-expected revenue for the quarter...
Bonds
Treasury Yields Vary
March 14, 2025
Treasury yields dipped early in the week as investors evaluated the latest economic data, which showed that inflation improved from a month ago. Yields recovered later in the week following reports of unemployment claims declining...
Interest
Mortgage Rates Relatively Unchanged
March 14, 2025
Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, March 13. The survey revealed that mortgage rates remained comparatively steady from the previous week...