The Season of Giving

The Season of Giving

With the holiday season upon us, it’s an opportune time to give thanks for our good fortune, and to look for opportunities to help others. This week, we’re sharing with you what our Springwater colleague Frank Remund and his family do each year. Our church has a Food...

How Can Grandparents Help Pay for College?

With the cost of college continuing to rise, it’s important that students, parents and grandparents understand the options they have for tackling this significant expense. Invest in a 529 Plan State-sponsored education savings plans – known as 529 Plans – can be a...

Bunching Your Deductions

In a previous post, we highlighted the fact that the 2017 tax law may affect the ability of some taxpayers to receive a tax deduction for their charitable donations, because the law (a) eliminated or reduced many deductions previously available, and (b) significantly...

A tax-efficient way to donate to charity

Owners of individual retirement accounts who are at least age 70 1/2 can contribute some or all of their IRAs directly to charity. The motivation to do so is that it can be advantageous from a tax perspective in some cases. If you have a traditional IRA, you must...