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Posts (814) January 25, 2024 2024 Tax Calendar Reference this tax calendar to learn the 2024 deadlines for various tax-related forms and payments. Read More February 7, 2024 If You Gave To Charity, Check For Substantiation Did you make a charitable gift last year and are hoping for a tax break when you file your return? Here are the donation rules to secure a deduction. Read More February 7, 2024 Encouraging Charitable Donors To Include You In Their Estate Plans Planned gifts can provide windfalls to nonprofits. We explain how they work and how you can encourage supporters to include your organization in their wills, trusts and other estate planning documents. Read More February 14, 2024 6 Ways Nonprofit Retirement Plans Are Changing The SECURE Act 2.0 made some important changes to 403(b) retirement plans, which typically are offered by nonprofits to their employees. Is your nonprofit caught up on the law’s provisions? Read More February 8, 2024 Addressing Your Elderly Parents in Your Estate Plan in 5 Steps If you’d like to better address your elderly parents’ needs in your estate plan, consider taking these steps. Read More February 27, 2024 New Option For Unused Funds In A 529 College Savings Plan It’s not unusual for parents to end up with unused funds in their children’s 529 college savings plans. There’s a new option that allows them to transfer unused funds in a 529 plan to a Roth IRA. Here are the details. Read More February 22, 2024 Take Care Of A Loved One With A Special Needs Trust A special needs trust can be beneficial for certain family members, but it requires close adherence to the rules. Read More March 4, 2024 Plan Now To Reimburse Staffers, Board Members And Volunteers Every organization needs a reimbursement policy, even if you infrequently reimburse stakeholders for travel, meals and other expenses incurred on your nonprofit’s behalf. We explain what a policy should include. Read More March 8, 2024 4 Ways To Make An Incentive Trust More Effective An effective incentive trust requires a balance between achieving your desired outcomes and allowing your loved ones to lead their lives. Read More March 17, 2024 Making The Most Of Your Nonprofit’s Social Media Accounts Maintaining a social media presence is a must for nonprofits these days. But you also want your efforts to be effective. Learn how to evaluate platform use and protect your reputation online. Read More March 18, 2024 What Are Your Options To Fund Long-Term Care Expenses? Few things can upend an estate plan like unplanned long-term care expenses. Here are ways to fund those expenses. Read More March 21, 2024 How Renting Out A Vacation Property Will Affect Your Taxes Many people who own vacation homes rent them out to earn extra income. Even better, renting them out may provide tax breaks. Here are the rules. Read More Load more Page 55 of 85« First«...102030...5354555657...607080...»Last »
January 25, 2024 2024 Tax Calendar Reference this tax calendar to learn the 2024 deadlines for various tax-related forms and payments. Read More
February 7, 2024 If You Gave To Charity, Check For Substantiation Did you make a charitable gift last year and are hoping for a tax break when you file your return? Here are the donation rules to secure a deduction. Read More
February 7, 2024 Encouraging Charitable Donors To Include You In Their Estate Plans Planned gifts can provide windfalls to nonprofits. We explain how they work and how you can encourage supporters to include your organization in their wills, trusts and other estate planning documents. Read More
February 14, 2024 6 Ways Nonprofit Retirement Plans Are Changing The SECURE Act 2.0 made some important changes to 403(b) retirement plans, which typically are offered by nonprofits to their employees. Is your nonprofit caught up on the law’s provisions? Read More
February 8, 2024 Addressing Your Elderly Parents in Your Estate Plan in 5 Steps If you’d like to better address your elderly parents’ needs in your estate plan, consider taking these steps. Read More
February 27, 2024 New Option For Unused Funds In A 529 College Savings Plan It’s not unusual for parents to end up with unused funds in their children’s 529 college savings plans. There’s a new option that allows them to transfer unused funds in a 529 plan to a Roth IRA. Here are the details. Read More
February 22, 2024 Take Care Of A Loved One With A Special Needs Trust A special needs trust can be beneficial for certain family members, but it requires close adherence to the rules. Read More
March 4, 2024 Plan Now To Reimburse Staffers, Board Members And Volunteers Every organization needs a reimbursement policy, even if you infrequently reimburse stakeholders for travel, meals and other expenses incurred on your nonprofit’s behalf. We explain what a policy should include. Read More
March 8, 2024 4 Ways To Make An Incentive Trust More Effective An effective incentive trust requires a balance between achieving your desired outcomes and allowing your loved ones to lead their lives. Read More
March 17, 2024 Making The Most Of Your Nonprofit’s Social Media Accounts Maintaining a social media presence is a must for nonprofits these days. But you also want your efforts to be effective. Learn how to evaluate platform use and protect your reputation online. Read More
March 18, 2024 What Are Your Options To Fund Long-Term Care Expenses? Few things can upend an estate plan like unplanned long-term care expenses. Here are ways to fund those expenses. Read More
March 21, 2024 How Renting Out A Vacation Property Will Affect Your Taxes Many people who own vacation homes rent them out to earn extra income. Even better, renting them out may provide tax breaks. Here are the rules. Read More