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Tuesday April 23, 2024
Savvy Living
Can you help me find retirement communities that offer a range of housing options and care services, from independent...More |
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 taxpayers in 12 states. Werfel noted, "There is no victory lap here. There is a lot more work to do.”
While Werfel was not ready to announce the next steps for the Direct File program, the IRS is completing a review and will release a more complete plan in the near future.
A major project for the IRS is to improve and update the information technology (IT) system. Werfel continued, "The...More |
Personal Planner
Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is...More |
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Our News
Our hope is to serve you with helpful estate planning information because a thoughtfully planned gift brings the greatest benefit to those you care for so deeply.More |
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