Tips to Help You Plan Your Charitable Giving

   INSIGHTS Tips to Help You Plan Your Charitable Giving by Rachel Myers and Kevin De Young ARTICLE | December 10, 2024 December is often a time when we make charitable gifts to support the causes that are important to us. As you approach those decisions, it can be...

Renouncing Your U.S. Citizenship

   INSIGHTS Renouncing Your U.S. Citizenship by Kristi Taylor, CPA ARTICLE | September 19, 2024 The number of Americans who are voluntarily giving up their citizenship is at a record high and continues to increase each year. If you’ve decided to renounce your...

Personal Financial Planning Basics

   INSIGHTS Personal Financial Planning Basics by Chad Van Dyken, CPA, CFP™  ARTICLE | January 10, 2025 Creating and following your long-term financial roadmap can be daunting, even during stable times. In an economic environment that is constantly in flux, staying on...

Charitable Contributions: What is and Isn’t Deductible

   INSIGHTS Charitable Contributions: What Is and Isn’t Deductible by Teresa Durbin, CPA Many nonprofit organizations across the country rely on donations to support their operations. These funds not only support worthy causes in our community but may provide a tax...