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Friday July 1, 2016

News and Events

Our News and Events
Exciting events are happening at OU
Join us for one of our upcoming seminars offering valuable estate and financial planning information.
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Personal Planner - Do You Have a Difficult Family?
Do You Have a Difficult Family?
A businessman with a $2.5 billion estate passed away in 1976. He was single and many individuals, mostly unrelated to him, filed more than 40 wills with the probate court. Not surprisingly, the...
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Savvy Living - Deciding What to Do in Retirement
Deciding What to Do in Retirement
I just turned 62 and am financially prepared for retirement, but I'm less certain about how to spend my time after leaving work. Can you recommend some resources or tools that can help me with...
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Washington News - IRS Consumer Alert After Orlando Tragedy
IRS Consumer Alert After Orlando Tragedy
After the major tragedy in Orlando, the IRS published IR-2016-89 to remind taxpayers to follow good giving practices. When there is a serious national event, good-hearted Americans respond with generous gifts to help those in need. This also happened after the Orlando attack. In helping those in need, everyone should follow prudent giving practices. There are several simple steps in the IRS letter that help donors make proper and effective gifts. 1. Recognized Charities – Make your gifts to those organizations with long-standing good reputations. Use www.IRS.gov and Pub. 526, Charitable Contributions, to learn how you can make effective gifts and qualify for charitable deductions. 2. Similar Names – Be careful to make sure you are...
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