Recent Articles
No time like the present – Address top estate planning priorities today
When it comes to estate planning, consider taking a [...]
Nonprofits: Do your due diligence before taking out a loan
Most Americans take out loans at some point in [...]
Crowdfunding comes with tax risks
Crowdfunding campaigns are designed to raise money for individuals [...]
What do you know about Form 990? Board review can benefit nonprofit governance.
Most board members know- or should know- that the [...]
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 [...]
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 [...]
