Your contribution, your legacy

  • Support a cause that's important to you with a planned gift
  • Put your assets to work with our tax-efficient charitable strategies
  • Leave a lasting legacy to be remembered.

News

Tuesday February 20, 2018

Income Tax Filing Requirements for Retirees
Savvy Living
What are the IRS income tax filing requirements for seniors this year? I didn't file a tax return the past two years because my income was below the filing requirements, but I started working part-time late last year, so I am wondering if I am required to file this year. Whether you are required to file a federal income tax return this year will depend on how much you earned last year (in 2017), the source of that income, your age and filing status. Here is a rundown of the 2017 IRS tax filing requirement thresholds. For most people, this is pretty straightforward. If your 2017 gross income was below the threshold for your filing status and age, you probably will not have to file. Your...
More
Tax Filing Season Opens Door to New Scam
Washington News
As the tax filing season moves into high gear, tax scammers continue to develop new strategies. In IR-2018-27, the Service explained the latest tax scam. Because it is difficult for IRS software to discover scams using actual taxpayer data, the tax scammers have developed a new concept. The tax scammer starts by acquiring your normal tax return information — your name, Social Security Number, typical deductions, filing status and bank account numbers. In some cases, the tax scammer steals this information by hacking into your tax preparer's computer network. After stealing your information, the scammer files the return and claims a large refund. That refund is sent directly to your...
More
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...
More
scriptsknown