Saturday February 25, 2017


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Gifts of Cash

Personal Planner

Gifts of Cash
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good year this year....
IRS Warns With

Washington News

IRS Warns With "Dirty Dozen" List
This week the IRS published five "Dirty Dozen" list warnings. Each year, the IRS highlights various tax scams. This education helps...
How Medicare Covers Preventive Health Services

Savvy Living

How Medicare Covers Preventive Health Services
Does Medicare cover 100% of all preventive health care screenings? I'm due to get a colonoscopy and a few other tests, but I want to find...
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