Don’t wait until the last few weeks of the year to consider your IRA actions.

How the new tax legislation affects your charitable giving.

There are virtually countless charitable organizations to which you might donate.

Several court decisions affirmed IRS denials of taxpayers’ charitable contributions because they failed to satisfy all of the requirements of Sec. 170 and the regulations. These cases serve as reminders for taxpayers to consider their due-diligence standards for charitable contributions. Give us a call any time for advice on how to make contributions that will be safe from IRS challenge. Here is a summary of the cases:

I recently fielded a question from one of our clients that I felt would be of interest to many of our readers.