Giving News
Our hope is to serve you and your family with helpful information. Read about the latest tax and legal developments relevant to charitable giving along with savvy living tips, personal planning and more.
Finance news
Stocks
Campbell's Serves Up Profits
June 12, 2026
The Campbell’s Company (CPB) posted its third quarter earnings report on Monday, June 8. The company reported earnings that beat expectations, resulting in a 3% increase in shares following the release...
Bonds
Treasury Yields Vary
June 12, 2026
U.S. Treasury yields held steady midweek as investors reacted to the latest release of monthly producer prices showing inflation staying elevated...
Interest
Mortgage Rates Increase
June 12, 2026
Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, June 11. Mortgage rates continued to hover in the mid-6% range...
All Finance News
The Campbell’s Company (CPB) posted its third quarter earnings report on Monday, June 8. The company reported earnings that beat expectations, resulting in a 3% increase in shares following the release...
U.S. Treasury yields held steady midweek as investors reacted to the latest release of monthly producer prices showing inflation staying elevated...
Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, June 11. Mortgage rates continued to hover in the mid-6% range...
Washington news
27 States Opt Into New Scholarship Tax Credit
June 12, 2026
The Internal Revenue Service (IRS) recently announced that 27 states have elected to participate in the new Federal Scholarship Tax Credit (FSTC) program created under the One Big Beautiful Bill Act (OBBBA)...
Free File Still Available for Non-Filers
June 5, 2026
On June 2, 2026, the Internal Revenue Service (IRS) announced that taxpayers who missed the April 15 tax filing deadline may still use the IRS Free File program...
Child IRA Accounts Launched
May 29, 2026
The Department of Treasury has announced the activation of the new child IRA accounts also known as "Trump Accounts." These tax-deferred accounts formally launch later this summer...
Personal planner
Family Limited Partnerships
June 12, 2026
A family limited partnership (FLP) is usually created by parents. It has several purposes. An FLP can save estate taxes and permit transfers to family members...
Family Business Bailouts
June 5, 2026
Joe and June started Children's Clothing Company 30 years ago. They are now both age 65 and are interested in retiring. Their daughter Susan is currently the company president and their son Michael is the...
Family Business - Sell and Retire
May 29, 2026
Bill and Alice started their family business many years ago. The early years were very challenging. Both worked without salary and it was a great struggle to finally get the business on a solid financial...
