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Ensure Your Contribution Goes to a Legitimate Organization

  • September 9, 2020

Every year, Americans donate millions of dollars to various charities. When making these donations, it is important that every donation be...

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How do I net capital gains and losses for year end tax planning?

  • July 28, 2020

Written by Jennifer Cochran With the extended July 15th tax deadline past us, now is a great time to think about...

Practical moves for individuals navigating the tax law

  • October 30, 2018

written by Jay Logal  As tax season quickly approaches, taxpayers are searching for successful year-end tax strategies to set them up...

The impact of the Tax Cuts and Jobs Act on charitable giving

  • October 15, 2018

written by Ray Moncrieffe 1,571,056. That’s the number of tax-exempt organizations in the United States, according to the National Center for...

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College Grads: Start Saving Early for Retirement

  • June 3, 2018

written by Mark Lamb It may seem difficult to think of saving for retirement while at the same time financially juggling...

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Changing Our Minds on the Way We Save

  • June 6, 2017

written by Mark Lamb A Federal Reserve study cited in The Atlantic reported nearly half of Americans could not come up...

Common IRA Contribution and Distribution Mistakes and How-to Avoid Them

  • February 12, 2017

written by Olivia Tinkler Protecting the value of your individual retirement accounts (IRAs) and other retirement accounts is incredibly important. IRAs...

Moving due to a job change? There might be potential tax savings that come along with your move.

  • September 15, 2014

written by Eric Lampe Moving expenses may have the ability to be tax deductible by individuals. There are three key criteria’s...

FAQ: How Do I Gather the Right Paperwork for a Charitable Deduction?

  • March 3, 2014

written by Kami Mason Taxpayers must generally provide documentation to support a claim for any contributions made to charity that they...