YOUR CONTRIBUTION
OUR FUTURE

  • Support a cause that's important to you with a planned gift
  • Put your assets to work with our tax-efficient charitable strategies
  • Take advantage of the many tax benefits of making a gift

Planned Giving FOR LCA

Saturday June 15, 2024

News

Thank you for your interest in Lakewood Catholic Academy. Our hope is to serve you and your family with helpful information. More
Gift Tax Surprise
Personal Planner
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do you mean that if I give this land to my children, there is yet another tax?" CPA...
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Will AI Protect Taxpayers from Scams?
Washington News
At a Inflation Reduction Act industry conference held on June 5, Internal Revenue Service (IRS) Transformation Lead for Notifications and Scams, Kareem Williams, discussed the latest efforts to protect taxpayers. The IRS is exploring options with...
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Can You Stop and Restart Social Security Benefits?
Savvy Living
I recently got an unexpected inheritance, and I do not need Social Security income right now. Is it possible to suspend my benefits and restart them at a later age? There are two different options that allow Social Security beneficiaries to reverse...
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