Recent Articles
A strong marriage is a necessity when it comes to using a SLAT
When creating your estate plan, there’s a certain amount [...]
Going through a divorce?
Despite its unusual sounding name, a QDRO isn’t an [...]
Overlooking foreign assets can be detrimental to an estate plan
When working with an estate planning advisor, it’s critical [...]
Be prepared for IRS audits of COVID-19 ERC claims
ERC in a nutshell The ERC is a refundable [...]
Corporate Transparency Act and Beneficial Ownership Information Reporting
The Corporate Transparency Act (“CTA”) was enacted by Congress [...]
Create a trust that can span the ages
Do you want to leave a legacy for your [...]
How an energy-efficient building tax deduction could pay off for nonprofits
Tax break becomes permanent IRS Section 179D deduction for [...]
Letter of Instruction in Estate Planning
A letter of instruction provides insights into the management [...]
New Current Expected Credit Loss (CECL) accounting rule could bring change to nonprofits’ financial statements
A new accounting standard from the Financial Accounting Standards [...]
7 Tasks For Successful Nonprofit Finance Committee
7 tasks for a successful nonprofit finance committee A [...]
See you at the office? Reassessing your nonprofit’s office space
Where your nonprofit is located and how you use [...]
Charge it! Credit card issues for nonprofits
Credit cards are a common part of doing day-to-day [...]