Individual Retirement Accounts (IRAs) – Maximize Your Tax Benefits
Individual Retirement Accounts (IRAs) are tax-advantaged savings vehicles designed [...]
The Upsides of Delegating Tasks
Some nonprofit executives try to control as much as [...]
Know Your Board Members
A quick Google search can uncover many instances of [...]
Beware of Inheritance Scams
Whenever large sums of money are involved, don’t be [...]
Address These Estate Planning Priorities First
It’s been said that there’s “no time like the [...]
Loan or Gift?
If you’re like most people, an important goal of [...]
Highlights of the Revised Uniform Guidance
Highlights of the revised Uniform Guidance Federal agencies were [...]
You missed the estate tax filing deadline
You likely don’t need to be reminded about filing [...]
You didn’t retitle assets to be included in a trust
There are numerous benefits of using trusts in your [...]
Federal and Oregon Filing Requirements – Information Returns
The due date for 2023 Forms W-2, W-3, 1099-MISC [...]