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Friday February 15, 2019

Our News
Exciting events are happening at Sewanee, The University of the South
Thank you for your interest in Sewanee, The University of the South. Our hope is to serve you and your family with helpful information.
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Savvy Living
How to Save Money on Your Medication
I take several medications for multiple health conditions and the prices keep going up, even with insurance. Can you...
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Washington News
IRS Cautions - Avoid
As taxpayers gather their W-2s, Forms 1099, charitable gift receipts and other financial information, tax filing season is now in full gear. In IR-2019-9, the IRS cautioned taxpayers not to use tax preparers who refuse to sign the taxpayer's return. These individuals are called "ghost" preparers, because their names are not on the tax returns. The IRS requires each paid preparer to have a 2019 Preparer Tax Identification Number (PTIN). The paid preparer includes his or her PTIN and signs the tax return. For e-filed returns, the paid preparer may use a digital signature. Ghost preparers...
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Personal Planner
Irrevocable Life Insurance Trust (ILIT)
Susan and Steve have been talking to their tax attorney, Elizabeth, about plans for their family. Susan is very...
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