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Posts (814) April 4, 2024 Tax Deadline: File For An Extension If You’re Not Ready The April 15 tax deadline is approaching, but what if you’re not ready to file? There are some simple steps you can take to avoid steep penalties. Read More April 11, 2024 Keep These 3 Issues In Mind After You File Your Return Once your 2023 tax return has been filed, you can breathe a sigh of relief. But there still may be some tax issues to consider. Here are three of them. Read More April 23, 2024 Can A Split Annuity Strategy Help You Achieve A Balance In Retirement? A split annuity can provide peace of mind by offering a fixed income stream during retirement while preserving your wealth for your loved ones after you’re gone. Read More May 9, 2024 When Providing For Your Children, One Trust May Be Better Than Two It’s important to keep in mind that treating your children “fairly” in your estate plan doesn’t always mean you’re treating them “equally.” This is where a pot trust can help. Read More June 5, 2024 Gather Information from Clients Without Triggering Survey Fatigue Distributing online surveys to clients can help you gather vital data. But it may not be enough. Learn how you can get better and more insightful feedback about your programs. Read More June 13, 2024 The Tax Consequences of Selling Mutual Funds Investing in mutual funds is popular, but selling shares may result in complicated tax matters. Here are the rules. Read More June 13, 2024 Why Private Foundations Need to Avoid Self-Dealing If your private foundation violates IRS rules against self-dealing transactions with disqualified people, they and your organization could face stiff financial consequences. Here’s what to avoid. Read More June 25, 2024 TCJA: Tax Provisions Are Scheduled to Expire What’s on the tax horizon as many Tax Cuts and Jobs Act provisions get closer to their scheduled expiration date? Here are four possible scenarios. Read More August 1, 2024 The Tax Implications of Disability Income Benefits Disability income may or may not be taxable by the federal government. Here are the basic rules. Read More October 19, 2020 Candid Communication Can Help Ease Nonprofit Staffer’s Anxiety It would be an understatement to say 2020 has been challenging. Leaders of not-for-profits still standing are justified in worrying about strained budgets and their ability to deliver on their organization’s promises during a pandemic, financial crisis and time of social and political upheaval. Staffers are likely to be just as concerned about the future… Read More February 9, 2021 Will Permanent Work-From-Home Work For Your Nonprofit? It’s been almost a year since many not-for-profit organizations sent staffers home — to work remotely. For many nonprofits and employees, remote work has been a positive experience. And as the pandemic fades, you’ll probably need to decide whether employees should remain where they are, return to the office or work a hybrid schedule. Win-win… Read More September 16, 2024 Understanding the $7,500 Federal Tax Credit for Buying an Electric Vehicle At SD Mayer & Associates, we're not your typical number-crunchers. We're problem-solvers, strategists, and partners in your business's success. We know that running a company is about more than just balancing the books—it's about making smart decisions, taking calculated risks, and staying ahead of the curve. One smart decision you can make today is understanding… Read More Load more Page 56 of 85« First«...102030...5455565758...7080...»Last »
April 4, 2024 Tax Deadline: File For An Extension If You’re Not Ready The April 15 tax deadline is approaching, but what if you’re not ready to file? There are some simple steps you can take to avoid steep penalties. Read More
April 11, 2024 Keep These 3 Issues In Mind After You File Your Return Once your 2023 tax return has been filed, you can breathe a sigh of relief. But there still may be some tax issues to consider. Here are three of them. Read More
April 23, 2024 Can A Split Annuity Strategy Help You Achieve A Balance In Retirement? A split annuity can provide peace of mind by offering a fixed income stream during retirement while preserving your wealth for your loved ones after you’re gone. Read More
May 9, 2024 When Providing For Your Children, One Trust May Be Better Than Two It’s important to keep in mind that treating your children “fairly” in your estate plan doesn’t always mean you’re treating them “equally.” This is where a pot trust can help. Read More
June 5, 2024 Gather Information from Clients Without Triggering Survey Fatigue Distributing online surveys to clients can help you gather vital data. But it may not be enough. Learn how you can get better and more insightful feedback about your programs. Read More
June 13, 2024 The Tax Consequences of Selling Mutual Funds Investing in mutual funds is popular, but selling shares may result in complicated tax matters. Here are the rules. Read More
June 13, 2024 Why Private Foundations Need to Avoid Self-Dealing If your private foundation violates IRS rules against self-dealing transactions with disqualified people, they and your organization could face stiff financial consequences. Here’s what to avoid. Read More
June 25, 2024 TCJA: Tax Provisions Are Scheduled to Expire What’s on the tax horizon as many Tax Cuts and Jobs Act provisions get closer to their scheduled expiration date? Here are four possible scenarios. Read More
August 1, 2024 The Tax Implications of Disability Income Benefits Disability income may or may not be taxable by the federal government. Here are the basic rules. Read More
October 19, 2020 Candid Communication Can Help Ease Nonprofit Staffer’s Anxiety It would be an understatement to say 2020 has been challenging. Leaders of not-for-profits still standing are justified in worrying about strained budgets and their ability to deliver on their organization’s promises during a pandemic, financial crisis and time of social and political upheaval. Staffers are likely to be just as concerned about the future… Read More
February 9, 2021 Will Permanent Work-From-Home Work For Your Nonprofit? It’s been almost a year since many not-for-profit organizations sent staffers home — to work remotely. For many nonprofits and employees, remote work has been a positive experience. And as the pandemic fades, you’ll probably need to decide whether employees should remain where they are, return to the office or work a hybrid schedule. Win-win… Read More
September 16, 2024 Understanding the $7,500 Federal Tax Credit for Buying an Electric Vehicle At SD Mayer & Associates, we're not your typical number-crunchers. We're problem-solvers, strategists, and partners in your business's success. We know that running a company is about more than just balancing the books—it's about making smart decisions, taking calculated risks, and staying ahead of the curve. One smart decision you can make today is understanding… Read More