Why donor-advised funds are worth a second look

It goes without saying that 2020 has been a year unlike any other, which makes relying on your trusted business and tax adviser for year-end tax planning even more important. We have offered 10 year-end tax strategies that you can take advantage of now, but there is one in particular that we want to discuss […]

Beware of fake charities scams in wake of Hurricane Florence

When disaster strikes, many people feel moved to help their fellow citizens – either by physically pitching in to help with cleanup or by donating to various charities that can help distribute needed resources. Unfortunately, there are opportunists who see these circumstances as fertile ground for making a quick buck by exploiting peoples’ goodwill and […]