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...

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...

2024 Update: waiver of RMDs for inherited IRA beneficiaries

   INSIGHTS 2024 Update: Waiver of RMDs for Inherited IRA Beneficiaries by Chad VanDyken, CPA, CFP® ARTICLE | May 02, 2024   The IRS recently issued Notice 2024-35, which provides significant relief for certain beneficiaries of inherited IRAs. This notice waives...