September 8, 2023 IRS Guidance on Retirement Catch-Up Contribution Rules The SECURE 2.0 Act’s new retirement catch-up contribution rules caused problems and confusion for employers and employees alike. The IRS … Read More
September 8, 2023 Navigating The Percentage-of-Completion Method The accounting rules for percentage-of-completion can be confusing. Here’s a brief overview of the accounting rules. Read More
September 8, 2023 QTIP Trust: Strange Name, Powerful Trust Do you want to provide for your spouse after your death but ensure that your children ultimately receive the inheritance … Read More
September 6, 2023 Cut Taxes By Reimbursing Expenses With An Accountable Plan Could your nonprofit benefit from having an accountable plan? It provides a tax-advantaged way to reimburse staffers for certain work-related … Read More
September 6, 2023 Could Your Business Benefit From Interim Financial Reporting? For many businesses, generating financial statements once a year isn’t enough. You may want to engage in “interim” financial reporting … Read More
September 6, 2023 Financial Statements At A Glance Can you name the three reports that make up a comprehensive set of financial statements under U.S. GAAP? To get … Read More
August 31, 2023 Did Your Spouse’s Estate Make A Portability Election? Estate tax exemption “portability” can save married couples substantial estate taxes, but only if the necessary election is made. Read More
August 31, 2023 Make Fundraising A Year-Round Commitment Even if your nonprofit is gearing up for a holiday fundraising campaign, don’t neglect your ongoing fundraising plan. Don’t have … Read More
August 31, 2023 Reviewing And Adjusting Your Marketing Strategy Business owners, there’s still time left this year to fine tune your marketing strategy By asking the right questions, you … Read More
August 31, 2023 Tax Rules For Selling Your Home If you’re selling your principal residence, or you already sold your home in 2023, some or all of the profit … Read More
August 25, 2023 Report Identifies High-Risks In Financial Statements Which areas of your organization’s financial statements pose the greatest risk of material misstatement? Here’s a recent report that may … Read More
August 25, 2023 Life Insurance Can Be A Powerful Estate Planning Tool If federal estate tax isn’t an issue for your family, you may want to hold on to your life insurance … Read More
