News

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Personal Planner

Gifts of Cash

Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good year this year. After all the...

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Washington News

IRS Phone Calls Peak on February 19

Millions of Americans and their tax advisors are preparing their tax returns. Many have questions and will call the IRS. The peak day for IRS phone...

Female student looking into a microscope in a science lab

Savvy Living

Helping Seniors Extend Their Driving Years

What tips or resources can you recommend to help seniors extend their driving years? My dad, who is 82, is still a decent driver, but I worry about...

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