Planned Giving

Donor Stories

Wednesday February 22, 2017

News

Our News Thank you for your interest in Mount Hermon. Our hope is to serve you and your family with helpful information.
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Personal Planner Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good year this year. After all the financial changes last year, we decided it was a
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Savvy Living Does Medicare cover 100% of all preventive health care screenings? I'm due to get a colonoscopy and a few other tests, but I want to find out if I'll have to pay anything before I proceed. Medicare
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Washington News This week the IRS published five "Dirty Dozen" list warnings. Each year, the IRS highlights various tax scams. This education helps taxpayers avoid tax trouble by using only the proper tax filing strategies. The five scams on the "Dirty Dozen" list are frivolous arguments, hiding assets offshore, padding deductions, falsifying income to claim tax credits and micro-captive insurance transactions. Frivolous Arguments - Each year promoters of frivolous tax claims lead many taxpayers astray. The taxpayers claim zero income tax on dubious theories -- there is no duty to pay tax on religious or moral grounds, only federal employees must pay tax or only overseas income is
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