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- Financial Planning
- Fraud & Financial Abuse
- General
- Gift Tax
- Guardianship
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- Living Trusts
- Medicaid
- NC Income Tax
- North Carolina Department of Revenue
- Nursing Homes
- Pending Legislation
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Charitable Gift Planning
Last-Minute Year-End Tax Deduction: IRA Charitable Rollover
Posted on: December 29th, 2015
If you plan to use the IRA Charitable Rollover provision for the 2015 tax year--make arrangements before year's end!...
2014 Tax Extensions – Limited Time Remains
Posted on: December 20th, 2014
With less than two weeks remaining in the 2014 tax year, Congress passed several tax extensions. The tax provisions were included in H.R. 5771 Tax Increase Prevention Act of 2014.
...
Year-End Gifting to Charities
Posted on: December 15th, 2014
The spirit of the holiday season is a generous one. According to the National Center for Charitable Statistics, “The last few months of the year make up what is commonly called the Giving Season for the nonprofit community.” ...
Gifting Trends Among Wealthy
Posted on: October 20th, 2014
How and why individuals choose to donate to charities are influenced by several factors. Tax incentives for charitable giving are believed to be driving gifting trends, but there are also personal values and family legacies to consider.
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Avoid Charity Frauds
Posted on: December 28th, 2013
Many people in North Carolina try to take advantage of year-end tax deductions, including tax-deductible contributions to charities. Legitimate charities help serve many purposes in communities and for causes that may have personal meaning for those making donations. ...
3 Year-End Giving Tips: Use All Your Deductions
Posted on: December 23rd, 2013
The holiday season hits Americans just as the tax year is coming to an end. While most people are distracted with buying gifts for their friends and families, they could be enjoying tax deductions by making smart year-end gifts:...
