In celebration of the Thanksgiving holiday and to allow our staff some additional time with their families, we will be closed on Thursday, November 24th, and Friday, November 25th. 

Charitable Planning

Charitable Contribution Strategies Under the New Tax Law

The itemized deduction for charitable contributions may have less income…
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Interview with Caroline Savory, Expert Appraiser

Ed Jastrem, Director of Financial Planning at Heritage Financial Services,…
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Qualified Charitable Contributions to Reduce Taxes on RMD’s

If you are charitably inclined, have an IRA, and are…
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How to tell if your charity is legitimate

The IRS recently warned consumers of possible fake charity scams…
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