November 6, 2023 Estate Planning: A Living Trust And A Pour-Over Will When planning your estate, pairing a pour-over will with a living trust can act as a backstop for certain wayward … Read More
November 6, 2023 Why Your Nonprofit’s Board Needs To Be Diverse What’s considered “healthy” diversity in a nonprofit board will vary by organization. But, at a minimum, your board should reflect … Read More
November 1, 2023 Businesses: Know Who your Privileged Users Are … And Aren’t Business owners, their leadership teams and various employees may be defined within their companies as “privileged users.” It’s important to … Read More
November 1, 2023 Contributing To Your Employer’s 401(k) Plan: How It Works Does your employer offer a 401(k) plan, but you haven’t started participating? Here are the basic features of these plans … Read More
October 27, 2023 Accounting For M&As Here’s an overview of M&A accounting rules to help minimize the guesswork (and rework) related to purchase price allocations. Read More
October 27, 2023 Want To Boost Income? Consider A For-Profit Subsidiary Has your nonprofit recently lost income sources? If you’re looking for new revenue, think about launching a for-profit subsidiary. We … Read More
October 27, 2023 ERISA: What Businesses Can Expect From a DOL Benefits Plan Audit Business owners: If your company offers a health plan or a retirement plan that must comply with ERISA, you could … Read More
October 26, 2023 IRS Offers a Withdrawal Option to Businesses That Claimed ERTCs The IRS has created a path that businesses can use to withdraw unprocessed ERTC claims if they determine the claims … Read More
October 26, 2023 Owning Assets Jointly With a Child May Not Be the Right Estate Planning Strategy Do you own assets jointly with your child or other heir? Learn the pitfalls associated with this estate planning strategy. Read More
October 25, 2023 Facing a Future Emergency? Two New Tax Provisions May Soon Provide Relief Starting next year, employers with certain retirement plans can allow staff members to contribute to pension-linked emergency savings accounts. Here’s … Read More
October 25, 2023 Tips For a Faster Month-End Close Closing the books at month end is a dreaded chore at many companies. Here’s how to simplify the process at … Read More
October 19, 2023 A Secret Trust May Not Achieve What You’d Expect Do you have concerns about how your wealth may affect the behavior of your heirs? A silent trust is an … Read More
