916-886-5699

2100 Douglas Blvd, Roseville, CA

Estate Planning, Charitable Giving
And The Northern California Conference

The Planned Giving Department provides information to individuals that will assist them in using gift planning documents such as Wills, Trusts, Gift Annuities, Power of Attorney and Health Care Directives; that will provide for and protect family members and support God's work in Northern California and beyond.

Our department has received the highest possible accreditation by the North American Division of the General Conference of Seventh-day Adventists and certification for all of our planned giving professional staff. We are committed to assisting you with helpful information regarding the best way for you to benefit through a planned gift and to assist you with planning for the distribution of your estate. Please give us a call at 916-886-5699 and we will be happy to assist you.

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Thursday June 17, 2021

Washington News

Washington Hotline

Stress-Free Tax Filing Tips

As the tax season moves into high gear, the IRS has published a series of tax tips for stress-free filing. The IRS asks taxpayers to keep these tips in mind to ensure their taxes are done correctly and to receive prompt refunds.
  1. Keep Good Records — Taxpayers should gather their records. A key to easy tax filing is maintaining good records. These records enable taxpayers to take appropriate deductions and receive credits.
  2. Use IRS.gov — The IRS website is available around the clock. It is often the fastest way to obtain assistance from the Service. You can use IRS.gov to file your tax returns, pay taxes, receive information about your returns or find answers to various tax questions. The IRS Services Guide on the website explains the best ways to obtain assistance from the IRS.
  3. Use Helpful Online ToolsIRS.gov includes a wealth of helpful tools. The Interactive Tax Assistant provides quick answers to many tax questions. The IRS has upgraded this tool and it generally provides the same answers that would be available over the phone.
  4. Use a Reputable Preparer — Over half of taxpayers use a CPA, attorney, enrolled agent or other preparer. You can go to IRS.gov/chooseataxpro to find many qualified preparers. The IRS Directory of Federal Tax Return Preparers also lists professionals along with their credentials for filing returns.
  5. File Electronic Returns — The IRS Free File program can help you calculate your earned income tax credit, child and dependent care credit and recovery rebate credit. MilTax online software is available for members of the military and certain Department of Defense veterans. There are also Free File options available in Spanish.
  6. Use Direct Deposit — By filing an electronic return and choosing direct deposit, you can ensure both an accurate tax return and a rapid refund.
  7. Report All Income — Income from all sources is taxable. This includes your IRS Forms W-2, Wage and Tax Statements, IRS Forms 1099, gig economy income, tips and other income. All income from any source must be reported. This is true even if you do not receive a formal statement for that income.
  8. Report Unemployment Benefits — If you received unemployment benefits during 2020 (as did tens of millions of Americans due to the pandemic), this is reportable as taxable income on IRS Form 1040.
  9. Review to Avoid Errors — Take extra time to review your tax return. Any taxpayer can understand the basic income, deductions and tax amounts. It is important that you file a complete and accurate return. An electronic filing is generally the most accurate way to eliminate clerical or math errors. Make certain names and Social Security numbers are correct. You should double check your bank account and routing numbers to ensure direct deposit of your refund.

Published March 5, 2021
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Previous Articles

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Power of Attorney

If you want to be sure that a person you trust will be able to make decisions for you when you are unable to do so, you can create a power of attorney agreement for healthcare or finances. A power of attorney for healthcare allows a person (known as your agent) to make decisions about the medical care you will or will not receive. A power of attorney for finances allows your agent to manage your financial affairs. Your agent must make decisions consistent with what they know your wishes are, even if they personally disagree. If they do not know your wishes on a particular matter, they must act in your best interest. You can give your agent broad authority to make decisions related to your financial or health care needs, or you can limit their authority to certain types of decisions. Depending on your needs, we can help you create a power of attorney agreement that will be active immediately, will go into effect if you become incapacitated, or will only be in effect for a limited time or under specific circumstances.

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