You Haven’t Properly Planned for Exemption Portability
In estate planning, “portability” refers to a provision in [...]
One Big Beautiful Bill Act – Impact on Businesses
On July 4, 2025, the One Big Beautiful Bill [...]
One Big Beautiful Bill Act – Impact on Individuals
On July 4, 2025, the One Big Beautiful Bill [...]
Comparing NSOs, ISOs, and RSUs: Tax and Planning Guide
Employees with access to NSOs, RSUs, and ISOs should [...]
Individual Retirement Accounts (IRAs) – Maximize Your Tax Benefits
Individual Retirement Accounts (IRAs) are tax-advantaged savings vehicles designed [...]
The Upsides of Delegating Tasks
Some nonprofit executives try to control as much as [...]
Is Your Finance Committee Up to The Task?
When defining the responsibilities of a nonprofit’s finance committee, [...]
Know Your Board Members
A quick Google search can uncover many instances of [...]
2024 Year End Tax Tips
As we come to the end of the year, [...]
Beware of Inheritance Scams
Whenever large sums of money are involved, don’t be [...]