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Thursday June 20, 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.

How to Protect Yourself from the Social Security Imposter Scam
Savvy Living
I recently received a strange call from an individual claiming to be a Social Security employee. The caller informed me...
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How to Give Property to Children
Personal Planner
Parents have a number of reasons for making gifts to children. First, a parent should have sufficient resources for...
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The New 'Taxpayer Friendly' IRS?
Washington News
On June 13, the Senate passed the Taxpayer First Act (TFA) and sent the bill to the President for his signature. The bill to reform the IRS received praise from leaders of both parties. Senate Finance Committee Chairman Chuck Grassley (R-IA) supported the bill and noted it is "a big first step toward strengthening taxpayer protections and turning the IRS into the customer service organization it ought to be." Senate Finance Committee Ranking Member Ron Wyden (D-OR) also spoke favorably about the IRS reform act. He stated, "Our bill includes critical provisions to improve customer service,...
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