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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Monday May 20, 2024

Washington News

Washington Hotline

IRS Hires 4,000 Phone Representatives

With funding from the Inflation Reduction Act, the IRS is making progress toward its goal of improving phone support for the 2023 tax-filing season. On October 27, the IRS announced it hired 4,000 new customer service representatives. The 4,000 new taxpayer service representatives are in training and will be prepared to answer taxpayer questions during the 2023 filing season.

IRS Commissioner Chuck Rettig noted, "The IRS is fully committed to providing the best service possible, and we are moving quickly to use new funding to help taxpayers during the busy tax season. Our phone lines have been simply overwhelmed during the pandemic, and we have been unable to provide the help that IRS employees want to give and that the nation's taxpayers deserve. But help is on the way for taxpayers. As the newly hired employees are trained and move online in 2023, we will have more assistors on the phone than any time in recent history."

The training for the new representatives will include improving taxpayer experiences, technical account management and understanding of taxpayer rights. The IRS hopes to add another 1,000 customer service representatives by the end of 2022. The training for the new hires is projected to be completed by Presidents Day of 2023. That week is historically when the IRS experiences the highest phone call volumes.

The IRS has been permitted to use an accelerated hiring process to increase the number of new employees. Commissioner Rettig continued, "Even though we have new hires in the pipelines, our phone lines remain extremely busy. We continue to urge people to first visit IRS.gov for information related to their tax questions."

The IRS is using additional funding to hire staff in multiple areas. A prime goal for the IRS is to increase the number of employees in its Information Technology department. Commissioner Rettig concluded, "IRS employees make a difference for our nation, and we are excited that we can add more people to serve taxpayers and support the critical work of tax administration."

Published October 28, 2022
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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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