Giving News
Our hope is to serve you and your family with helpful information. Read about the latest tax and legal developments relevant to charitable giving along with savvy living tips, personal planning and more.

Savvy Living
Safe Kitchen Tips for Seniors
July 12, 2024
My parent loves to cook but has had several kitchen-related accidents over the past year. Could you provide some tips for making a kitchen safer...
Extreme Heat and Tips to Stay Safe
July 5, 2024
I work for a county health department where we see individuals affected from heat-related illnesses. Can you provide information on the effects of extreme heat...
Tips and Tools for Family Caregivers
June 28, 2024
Can you recommend any resources that offer help to family caregivers? I have been taking care of my parent and could use some help...

Washington News
Phishing, Spear Phishing and Whaling
July 19, 2024
The Internal Revenue Service (IRS) is conducting Nationwide Tax Forums sponsored by the Security Summit in five different cities this summer. The four remaining forums are July 30 in Orlando, August 13 in Baltimore, August...
Social Media Tax Advice Warning
July 12, 2024
The Internal Revenue Service (IRS) issued a new warning about scams through social media. The IRS has received thousands of requests for inflated tax refunds. Many of these taxpayers relied on improper or inaccurate social...
Top Security Tips for Tax Preparers
July 5, 2024
The Internal Revenue Service (IRS) announced a new campaign aimed at tax preparer security. The campaign is called "Protect Your Clients; Protect Yourself."...

Personal Planner
How to Give Property to Children
July 19, 2024
Parents have many reasons for making gifts to children. First, a parent should have sufficient resources for retirement and long-term care needs before making substantial gifts...
...
...
Finance News
Stocks
Target Hits Earnings Mark
March 7, 2025
Target Corporation (TGT) announced its fourth quarter and full-year earnings report on Tuesday, March 4. Despite reporting better-than-expected revenue and earnings, the retailer’s shares dropped almost 5% following the earnings release...
Bonds
Treasury Yields Fluctuate
March 7, 2025
Treasury yields fluctuated throughout the week as the investors assessed the impact of tariffs enacted by the U.S. on imports from Canada, Mexico and China which were partially put on hold the following day. Yields...
Interest
30-Year Mortgage Rate Continues Lower
March 7, 2025
Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, March 6. The survey showed another decline in the 30-year fixed mortgage rates...