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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 [...]
Create a trust that can span the ages
Do you want to leave a legacy for your [...]
Energy-Efficient Upgrades That Pay Off: A Tax Strategy 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 [...]
New Approach to Service Revenue in Portland and Multnomah County
Starting in 2023, Multnomah County/City of Portland (Mult/PDX) changed [...]
Year End Tax Planning Reminders
Medical Insurance for Shareholders (S corporations only) An S [...]
2022 S Corporation Year End Tax Planning and Reminders
As an S Corporation, the below year-end housekeeping items [...]