Firm News

  • Follow these steps to withdraw funds and use them for qualified education expenses.

  • The House votes on the America Gives Act, but charities and donors are still left hanging.

  • Buffett is Generous But Not Foolish. His Donations of Stock are Tax Savvy, Generating Big Deductions and Avoiding Taxes on Sale.

  • If You Find Hidden Cash or Hidden Bitcoin, Guess Who Is Entitled to a Big Slice? Uncle Sam.

  • Even though it's the middle of summer, the back to school catalogues have arrived at my house: they've been dutifully dog-eared and starred. And yes, while I was shopping for a router this weekend, my kids were already begging for notebooks and planners. Despite the fact that school doesn't start [.…


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