A Mixed Bag: How OBBBA Could Affect Charitable Donations
The new tax and spending law, known as the [...]
Nonprofits Can’t Afford Fraud Losses
There’s little evidence that the incidence of occupational fraud [...]
When Outsourcing Accounting Might Make Sense
If your nonprofit is paring back its budget and [...]
Business Meals – What’s New in 2026
1. Meals and Snacks for Employer Convenience: Now 0% [...]
It’s Time to Review Your Estate Plan
The gift and estate tax exemption is now “permanent” [...]
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 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 [...]