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 … Read More
May 9, 2024 Are Your Volunteers Risking Legal And Tax Liability? Most charitable volunteers don’t think about potential legal and tax liabilities resulting from their volunteer activities. As a nonprofit leader, … Read More
May 2, 2024 B2B Businesses Need A Cohesive Strategy For Collections Business owners: If yours is a B2B company, collections may not always be easy. To stay on top of it, … Read More
May 2, 2024 Taxes When You Sell An Appreciated Vacation Home If you own a vacation home, perhaps you’re ready to sell it. What are the tax implications? Here are the … Read More
May 2, 2024 How To Communicate Accounting Information To Laypeople Stakeholders want accurate, transparent information about your organization’s financial performance. It’s up to you to supply them with information they … Read More
May 2, 2024 IRS Extends Relief For Inherited IRAs If you’ve inherited an IRA, you need to know about the latest IRS guidance. We’ll continue to keep you informed … Read More
May 2, 2024 Address Mental Health Care With A Psychiatric Advance Directive Your estate plan may include health care powers of attorney or advance directives to address physical incapacity. Did you know … Read More
April 24, 2024 Disaster Relief Charities: Know The Rules Many natural disaster relief charities are gearing up for a potentially busy tornado and hurricane season. Before an emergency hits, … Read More
April 24, 2024 Health Care Self-Insurance And Stop-Loss Coverage Self-funded health insurance plans are a viable fringe benefit offering for some businesses. But it’s important to explore all the … Read More
April 24, 2024 Watch Out for “Income In Respect Of A Decedent” Issues Property you inherit generally isn’t included in income for tax purposes. However, there are certain items that may have to … 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 … Read More
April 23, 2024 Nonprofits Don’t Lose As Much To Fraud, But Risk Requires Action Does your nonprofit train staffers and other stakeholders on how to recognize and report fraud? If not, you may risk … Read More
