What You Need to Know Before Gifting or Donating Assets

What You Need to Know Before Gifting or Donating Assets

   INSIGHTS What You Need to Know Before Gifting or Donating Noncash Assets by Kevin De Young, CPA, AEP Are you thinking about donating a piece of real estate to your alma mater? Gifting a rare collection to your children? Or transferring a valuable classic car to a...

2025 Identity Theft Checklist

   INSIGHTS 2025 Identity Theft Checklist Action Steps for Recovery from Identity Theft Identity theft is an evolving global threat. We understand your concerns with identity theft and take every precaution to keep your personal information safe. There are numerous...

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...