Good

Doing Good GIVES You a Tax Break! Part 3

Doing Good GIVES You a Tax Break is a three-part series. Learn how being charitable can improve your tax situation in retirement! Watch Part 3 on Donor Advised Funds below. If you haven’t already, watch part 1 on Qualified Charitable Distributions here. To learn about a unique strategy for reducing the tax bill watch part 2 of the webinar series here. You can also check

filing errors

WBIR: Tax Return Errors

Tax season is in full bloom as we count down the days to the income tax filing deadline which is Tuesday, April 17. What are the most common filing errors? What if you’ve already made a mistake?   WHAT ARE THE MOST COMMON TAX RETURN ERRORS? • Incorrect Social Security numbers: You, spouse, children. •