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Wednesday January 29, 2020

Exciting events are happening at GiftPlanning.com
Our News
Thank you for your interest in GiftPlanning.com. Our hope is to serve you and your family with helpful information.
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Monitoring Solutions for Loved Ones with Dementia
Savvy Living
My husband, who lives at home, has dementia and I worry about him wandering off and not being able to get back. Can you...
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IRS Provides a Tax Preparation Tip
Washington News
In IR–2020–17, the Service warned taxpayers about "ghost" preparers who are not willing to sign returns. Some "ghost" preparers promise large refunds from these tax returns. Under federal law, a tax preparer must have an IRS Preparer Tax Identification Number (PTIN). A paid preparer must sign each return and include his or her PTIN. If a tax preparer is not willing to sign the return, consumers should be on guard. This is particularly a risk if the tax preparer promises a large refund or if a preparation fee is based on the size of the refund. Your ghost preparer may also have one or more of the following red flags. Requires payment in cash Pads income to qualify for tax credits Fakes deductions to increase refund Sends refunds to the preparer's bank account...
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'Wait A While' Trust
Personal Planner
Bill and Clara were talking to their attorney Susan about their family. Clara: "It may be time to start the inheritance...
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