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Monday August 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.

Is Pet Insurance a Good Idea for Those on a Budget?
Savvy Living
I own two dogs and a cat that I would do almost anything for, but expensive veterinary bills put a strain on my budget....
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Chronic Illness - Care of Your Person
Personal Planner
If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many...
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Data Recovery Plans for Tax Professionals
Washington News
It is helpful to know the IRS requires tax preparers to have a data recovery plan, since many taxpayers use a CPA, attorney, enrolled agent or other tax professional. In letter IR-2019-143, the Service explained the steps tax professionals must take to protect client data. The "Security Six" checklist is published jointly by the IRS and its Security Summit partners. Step Five on the "Security Six" checklist is for tax professionals to create a data theft security plan. IRS Commissioner Chuck Rettig notes, "The number of tax professionals reporting data theft to the IRS remains too high, and...
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