Monday March 27, 2017

Planned Giving News

Washington News

Washington News - Phone Scams, IRAs and Tax Extensions The IRS published multiple reminder letters this week. In IR-2017-64 the Service warned tax preparers to watch for phishing emails claiming to be from clients. The latest tactic is for a scammer to send an email to tax preparers with a "last...
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From KPBS

From KPBS - Exciting events are happening at KPBS Thank you for your interest in KPBS. Our hope is to serve you and your family with helpful information.
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Savvy Living

Savvy Living - Services That Can Help Seniors with the Rigors of Travel Do you know of any services that help seniors with the rigors of traveling? My youngest daughter is getting married in a few months and would love to have my 82-year old...
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Personal Planner

Personal Planner - Loans and Sales to Children Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a home, to start a new business, to cover costs for a...
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