Tax Warrior Chronicles

Are Donor-Advised Funds the Right Tool for You?

Posted on Thu, Jul 11, 2019

By: Karolyn Banks, CPA, MT


Donor-advised funds are great tax planning vehicles, especially when you want to make a large tax-deductible contribution but have not identified specific charities to support.  Though many donor-advised funds administrators are available, the one you choose should be driven by your philanthropic goals. Today’s blog covers a few things to consider when making your decision.

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Info to Complete FASFA – College Planning

Posted on Thu, Sep 21, 2017

By: Adele Kilgus, CPA


Funding a college education is expensive endeavor. Students and parents are constantly in search of ways to help defray the often six-digit costs. If you plan to attend college between July 1, 2018 and June 30, 2019, it’s time to think about the Free Application for Federal Student Aid (FAFSA). The application window opens on October 1, 2017, and goes until June 30, 2019. Here’s how to take advantage of the opportunity.

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