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 The 24th annual Estate & Charitable Gift Planning Institute entitled THE ANNUAL ESTATE PLANNING CHECKUP will be held Wednesday, September 21 from 9:30 a.m. - 3:30 p.m. CDT.
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In the past couple of years I have really enjoyed discovering my family history. I’ve become known as our family preservationist – salvaging scrapbooks, address books, photos and letters of our family. Read More
3/1/2016 -
 
Download the latest issue of the Charitable Intent
Planning News & Ideas for the Professional Adviser (Spring 2016)
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Millions of people enjoy hobbies. They can also be a source of income. Some of these types of hobbies include stamp or coin collecting, craft making and horse breeding. You must report any income you get from a hobby on your tax return. How you report the income is different than how you report income from a business. There are special rules and limits for deductions you can claim for a hobby.

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To mark National Hurricane Preparedness Week, the IRS wants you to know it stands ready to help . If you suffer damage to your home or personal property, you may be able to deduct the losses you incur on your federal income tax return. Here are 10 tips you should know about deducting casualty losses: Read More
8/13/2015 - New!
 
Download the latest issue of the Charitable Intent
Planning News & Ideas for the Professional Adviser (Fall 2015)
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