News

Wednesday March 29, 2017

We want to help you stay up to date on relevant news and information that can affect your giving plans. The articles below change frequently to remain current and topical.
Phone Scams, IRAs and Tax Extensions
Washington News
The IRS published multiple reminder letters this week. In IR-2017-64 the Service warned tax preparers to watch for phishing emails claiming to be from clients. The latest...
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Loans and Sales to Children
Personal Planner
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a...
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