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...

Important Update: Upcoming Changes to Estate and Gift Tax

   INSIGHTS IMPORTANT UPDATE: Upcoming Changes to Estate & Gift Tax by Kevin DeYoung, CPA, AED, Chad VanDyken, CPA, CFP®, and Marv Tjoelker, CPA, CFP® ARTICLE | October 2, 2024 The following information provides an overview to changes in tax laws that could...

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...