With less than a month left in the year, it is a good time to gather and review your tax records. The IRS offers tips on preparing for filing tax returns in 2020. Read more>
Fine-Tune Your 2020 Philanthropic Vision
In this edition of the Personal Planning Newsletter, you can find information about how to lower your taxes and increase your income. Read more:
The Foundation has over 100 scholarships available to award for the 2020-2021 school year! Applications will be open until March 1. Apply now>
Ten Reasons to Update Your Estate Plan
You have completed a will and all of your records are safely in place, but have there been changes in your circumstances or family? There are a number of reasons to consider revising or updating your plan.
Learn more>
Benefits of Bunching Charitable Gifts
Are you trying to figure out which tax planning strategies will benefit you and your family? Let’s consider some options! Read more>
