Are You Prepared to Inherit a Windfall?
For many, the idea of receiving a large inheritance [...]
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 [...]
Tax and Legal Liability: Ease the Minds of Your Volunteers
The number of Americans volunteering for charity dropped dramatically [...]
ASU 2023-08: New Accounting Rules for Crypto Donations Go into Effect
Nonprofits increasingly receive donations in the form of cryptocurrencies [...]
Is Your Finance Committee Up to The Task?
When defining the responsibilities of a nonprofit’s finance committee, [...]
Beware of Inheritance Scams
Whenever large sums of money are involved, don’t be [...]
Loan or Gift?
If you’re like most people, an important goal of [...]