Are You Giving Generously, and Tax-Smartly?

Shelley Johnson, CPA

Published on: 28/10/2026

Most people pause on that second one. They give generously, often to causes they've supported for years, but they give the same way they always have: a check or a credit card payment near the end of the year.

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Why Estate and Tax Planning Need to Be in the Same Conversation

Shelley Johnson, CPA

Published on: 28/07/2026

Your estate plan and your tax strategy are not separate documents. They are part of the same financial story. And when they're not aligned, families often discover the cost too late.

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