Our Company News
Documentation of Charitable Gifts
Episode 232 – Before you try to take an income tax deduction for the charitable gifts you made during the tax year, make sure you comply with the various IRS requirements for documentation and qualification of the donation. Continue Reading Documentation of Charitable Gifts
No Step-Up in Basis for Assets in a Grantor Trust
Episode 231 – The IRS released Revenue Ruling 2023-2 stating that assets held in a grantor trust do not receive a step-up in basis upon the grantor’s death. What does that mean? Continue Reading No Step-Up in Basis for Assets in a Grantor Trust
Planning for Families Without Children
Episode 230 – A lot has been written about planning for families with children, but approximately 44 percent of non-parents under age 50 say they are unlikely to have kids. What about them? In this episode we suggest some ideas for an underserved group of people. Continue Reading Planning for Families Without Children
Charities Need Your Help and We Can Help You
Episode 229 – Individuals and charities have been adversely affected by post-pandemic circumstances. We can help charitably inclined individuals meet philanthropic goals without sacrificing personal financial security. Continue Reading Charities Need Your Help and We Can Help You
Social Security Trustees Report 2023: Here We Go Again
Episode 228 – The new Social Security Trustees report has both good news and bad news. The question is: where do we go from here? Continue Reading Social Security Trustees Report 2023: Here We Go Again
Sock Out Cancer® Named 2022 PGA TOUR Champions Charity of the Year & Reveal Initiatives For the 2023 DICK’s Sporting Goods Open
Sock Out Cancer®, in conjunction with the DICK’s Sporting Goods Open, proudly announced that Sock Out Cancer has been named the 2022 PGA TOUR Champions Charity of the Year. Continue Reading Sock Out Cancer® Named 2022 PGA TOUR Champions Charity of the Year & Reveal Initiatives For the 2023 DICK’s Sporting Goods Open
Security Mutual Life Illuminates in Red on National Wear Red Day®
In celebration of National Wear Red Day®, Security Mutual Life joined with the American Heart Association to help promote American Heart Month and will illuminate its headquarters in downtown Binghamton RED on Friday, February 3. Continue Reading Security Mutual Life Illuminates in Red on National Wear Red Day®
Holiday Giving Program Helps Local Children
The spirit of the holidays shines through at Security Mutual Life… The Company That Cares® Continue Reading Holiday Giving Program Helps Local Children