Posts by Ashley Yantz

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Individual Tax Planning Tip: Use Donor-Advised Funds to Plan Charitable Donations

As individuals look for year-end planning opportunities to see benefits on their 2019 taxes, one…

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Tax Season is Over. Your Tax Planning Shouldn’t Be.

You may only file a tax return once a year, but taxes affect you year-round.…

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Offshore Voluntary Disclosure Program Closing
Offshore Voluntary Disclosure Program (OVDP) Closing

First launched in 2009, the OVDP was originally established to allow taxpayers to voluntarily report…

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Building an On Off Switch Into Your Estate Plan
An On/Off Switch for Your Estate Plan

When planning your estate, there can be tension between estate tax planning and income tax…

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