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 [...]
Address Mental Health Care with a Psychiatric Advance Directive
One aspect of estate planning that may not always [...]
One Big Beautiful Bill Act – Impact on Businesses
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 [...]
Impact on Electric Vehicle Incentives (2025)
Considering a New or Used Electric or Hybrid Vehicle [...]
Individual Retirement Accounts (IRAs) – Maximize Your Tax Benefits
Individual Retirement Accounts (IRAs) are tax-advantaged savings vehicles designed [...]
Handling Controversial Contributions
In economically fraught times, it’s hard to envision a [...]
ASU 2023-08: New Accounting Rules for Crypto Donations Go into Effect
Nonprofits increasingly receive donations in the form of cryptocurrencies [...]
The Upsides of Delegating Tasks
Some nonprofit executives try to control as much as [...]