Friday April 26, 2024
News
Thank you for your interest in learning more about estate planning and charitable giving to support Samuel Merritt University. Through regular newsletters, we share useful tips and ideas that can help you increase income, reduce taxes, plan your estates, and extend your values and legacy to support future generations.
Personal Planner
Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is for a charitable gift. A donor...More
Washington News
On April 16, IRS Commissioner Daniel Werfel spoke before the Senate Finance Committee. Werfel discussed the completion of the tax filing season on...More
Savvy Living
Can you help me find retirement communities that offer a range of housing options and care services, from independent living to nursing home care? I...More
