Tips for Tracking Charitable Donations

If you have made or plan to make charitable donations during the remainder of year, please keep good records of all your contributions. Organized records make tax filing easier and…

What to Gather for Tax Return?

Now that the new year has begun, what information should you be gathering to file your tax return? Tax Principal Kevin Hickman and Tax Senior David Middlebrook answer your pressing…

Changes in Late IRA Distributions

Unlike the baby boomer generation, most employees no longer stay with one employer for their entire career.  Also, less and less employers are offering pensions—instead preferring 401k plans and other…