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.

Read More
Text Resize
Print
Email
Subsribe to RSS Feed

Saturday May 11, 2024

Washington News

Washington Hotline

IRS Offers New Voice "Bot" Service

In IR-2022-127, the Internal Revenue Service announced it is expanding its voice bot options. The new service is focused on taxpayers who would like to set up or modify a payment plan.

IRS Commissioner Chuck Rettig noted, "We continue to look for ways to better assist taxpayers, and that includes helping people avoid waiting on hold without having to make a second phone call to get what they need. The expanded voice bots are another example of how technology can help the IRS provide better service to taxpayers."

Voice bots are computer software that relies on artificial intelligence. This software helps taxpayers to navigate on a phone call and receive answers to questions. The IRS has used other voice bots on toll-free lines since January. These bots are designed to help taxpayers with basic questions. If more help is needed than the voice bots can provide, taxpayers may speak with an IRS representative in either English or Spanish.

The new voice bots include the Automated Collection System (ACS) or the Accounts Management toll-free lines. Taxpayers may discuss payment plans by creating a personal identification number (PIN). The PIN request process is easy – individuals need the most recent IRS bill and basic personal information to obtain a PIN.

Darren Guillot is the IRS Deputy Commissioner of Small Business/Self Employed Division, Collection & Operations Support. He stated, "To date, the voice bots have answered over three million calls. As we add more functions for taxpayers to resolve their issues, I anticipate many more taxpayers getting the service they need quickly and easily."

Future voice bots will help taxpayers to obtain tax return transcripts, to review their payment history and understand any current balance owed. Current voice bots help with questions on Economic Impact Payments or the Advance Child Tax Credit.

Published June 24, 2022
Print
Email
Subsribe to RSS Feed

Previous Articles

Should the IRS File Your Income Tax Return?

Increased Gas Prices Lead to Higher IRS Mileage Rate

IRS Plans to Hire 4,000 Customer Service Workers

Child Tax Credit Helps Families

IRS Highlights Improved Taxpayer Service

scriptsknown

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.

Contact Us
  • Estate Planning News
  • E-newsletter
  • Probate
  • 916-886-5699

    2100 Douglas Blvd.
    Roseville, CA 95661

    View Map