Don’t Ignore State Solicitation Laws
Nonprofits shoulder a wide range of different compliance responsibilities. [...]
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 [...]
Are the odds in your favor?
Raffles are commonly used by nonprofit organizations as a [...]
A Difficult Decision
Choosing the Right Person to be Your Estate’s Executor [...]
Watch out for IRS limits on nonprofit political activities
The elections are almost here; that makes this a [...]
You didn’t retitle assets to be included in a trust
There are numerous benefits of using trusts in your [...]
It’s time to take another look at the stepped-up basis rules
Thanks to a generous federal gift and estate tax [...]
Do your assets include unregistered securities?
When it comes to estate planning, addressing all your [...]
You don’t file a gift tax return
Thanks to the annual gift tax exclusion, you can [...]