JNW Group, Inc.

If you're age 70 or older, you can transfer up to $100,000 (or a total of $200,000 for joint filers) directly from your IRA to a qualified charitable organization without paying any tax.

Great Charitable Deduction Ideas Even though the higher standard deduction limits make charitable deductions harder to find, there are still great options to find tax breaks within your charitable giving. Here are some great tips.

Providing a gift of stock can make sense if handled properly. Read more.

A Gift of Stock - Information is key when using this tax planning strategy Providing a gift of stock (or other property) to a friend or loved one can be a powerful tax planning tool. However, it is not without its complications.

Pass-through entities such as S corporations and certain partnerships offer legal protections and avoid double taxation. Does it make sense for your business?

Understanding Tax Terms: Pass-through Entities - What everyone should know Given the popularity of this business format, it continues to drive tax policy. Here is what you need to know.

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The ensure you're ready for an audit, tax returns should be kept indefinitely and supporting documents should be kept a minimum of three years.

Toss This. Not That. 2025 Edition - Your guide to post tax-filing record retention After filing your tax return, do not close the book on your taxes until you have set up next year's files, purged unneeded old records, and prepared your records in case of an audit. Here are some tips.

Side hustle income, tax tips, smarter food budgeting, and the growing trend of unplugging from screens. This month's insights can help you keep more money and spend more time on what matters.

Client Update Newsletter: July 2026 Many Americans are taking on side hustles and part-time jobs to boost their income. While earning extra money can help pay for vacations or provide a financial cushion for your family, it can also increase your tax bill. In this month's newsletter, learn how additional income may affect your tax sit...

It's not always a good idea to amend a tax return. Do you know how to choose?

To Amend or Not Amend? - Is it always a good idea to amend your tax return if you find an error? Oops! You find an error or omission on last year's tax return. What should you do? Is it always a good idea to file an amended tax return? Here are some things to consider.

Looking for tax-free income? Here's a list of the more common types.

Income the IRS Can't Touch There's a lot of income the IRS doesn't tax. Here are a few of the more common types.

Social Security planning starts at an early age. Here is what you should be doing now!

Social Security Planning Starts Now for EVERYONE - Plus: Trump Account ALERT! Too many think to pay attention to Social Security only when they near retirement. Do this at your own risk! Even those in their 20s should be taking action. Here are some tips.

Reminder: Second quarter estimated taxes are due Monday, June 15th.

Reminder: Second Quarter Estimated Taxes Are Due - Now is the time to make your estimated tax payment If you have not already done so, please plan to make your second quarter estimated tax payment. The due date is Monday, June 15th.