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 [...]
Comparing NSOs, ISOs, and RSUs: Tax and Planning Guide
Employees with access to NSOs, RSUs, and ISOs should [...]
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, [...]
Time to review compensation?
In a tight job market, where nonprofit organizations are [...]
Beware of Inheritance Scams
Whenever large sums of money are involved, don’t be [...]
Understanding Board-Designated Net Assets
Sometimes donors put restrictions on their donated funds, and [...]
Bringing Back the Bypass Trust
According to some people, the bypass trust [...]