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Thursday February 23, 2017

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.

How Medicare Covers Preventive Health Services
Savvy Living
Does Medicare cover 100% of all preventive health care screenings? I'm due to get a colonoscopy and a few other tests,...
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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 Warns With
Washington News
This week the IRS published five "Dirty Dozen" list warnings. Each year, the IRS highlights various tax scams. This education helps taxpayers avoid tax trouble by using only the proper tax filing strategies. The five scams on the "Dirty Dozen" list are frivolous arguments, hiding assets offshore, padding deductions, falsifying income to claim tax credits and micro-captive insurance transactions. Frivolous Arguments - Each year promoters of frivolous tax claims lead many taxpayers astray. The taxpayers claim zero income tax on dubious theories -- there is no duty to pay tax on religious or...
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