Gift Planning

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Saturday February 23, 2019

Exciting events are happening at Wake Forest University
Our News
Thank you for your interest in Wake Forest University. Our hope is to serve you and your family with helpful information.
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Helping Seniors Extend Their Driving Years
Savvy Living
What tips or resources can you recommend to help seniors extend their driving years? My dad, who is 82, is still a...
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IRS Phone Calls Peak on February 19
Washington News
Millions of Americans and their tax advisors are preparing their tax returns. Many have questions and will call the IRS. The peak day for IRS phone calls typically falls on the Tuesday after President's Day. During the entire week of February 19, taxpayers may be frustrated due to long hold times on IRS phone lines. However, many taxpayers and advisors will need IRS support to complete their 2018 returns. In IR-2019-10, the Service urged taxpayers to "Avoid the Rush" by using online resources. IRS Commissioner Chuck Rettig stated, "IRS employees are working hard to provide taxpayers the help they need. Given the high call volumes at this time of year, we encourage people to first visit our many online resources available at IRS.gov. And when it comes time to file, we continue to...
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Gifts of Cash
Personal Planner
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good...
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