News

Thursday February 22, 2018

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.
Tax Filing Season Opens Door to New Scam
Washington News
As the tax filing season moves into high gear, tax scammers continue to develop new strategies. In IR-2018-27, the Service explained the latest tax scam. Because it is...
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Gifts of Cash
Personal Planner
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good year this year. After all the...
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