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Tuesday February 19, 2019

Thank you for your interest in helping the good work of our organization. We have helped thousands of individuals to increase income and reduce their taxes. We serve our friends by offering ways for them to be the good stewards for the resources given them. We offer this site to assist you with planning so that your values will extend to future generations.

Over the years our friends have been pleased with the plans that have helped meet their needs. We extend the same offer to you, and we believe you will gain personal value as you explore the benefits of planned giving.

Helping Seniors Extend Their Driving Years
Savvy Living
What tips or resources can you recommend to help seniors extend their driving years? My dad, who is 82, is still a...
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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...
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IRS Phone Calls Peak on February 19
Washington News
Millions of Americans and their tax advisors are preparing their tax returns. Many have questions and will call the IRS. The peak day for IRS phone calls typically falls on the Tuesday after President's Day. During the entire week of February 19, taxpayers may be frustrated due to long hold times on IRS phone lines. However, many taxpayers and advisors will need IRS support to complete their 2018 returns. In IR-2019-10, the Service urged taxpayers to "Avoid the Rush" by using online resources. IRS Commissioner Chuck Rettig stated, "IRS employees are working hard to provide taxpayers the...
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