You don’t file a gift tax return
Thanks to the annual gift tax exclusion, you can [...]
Protect your estate against undue influence claims
It’s your will, so you can say whatever you [...]
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 [...]
Who Needs An Estate Plan?
Who needs an estate plan? Quick answer: Everyone Despite [...]
Executive Director Evaluation
As many nonprofits' year end approaches, Boards of Directors [...]