March 16, 2023 The 2022 Gift Tax Return Deadline Is Coming Up Soon The income tax return deadline is April 18 this year. But it’s also the deadline for filing a gift tax … Read More
March 16, 2023 Close-Up On Sources Of Substantive Audit Evidence What types of information and procedures do auditors use to verify account balances and transactions? Anticipating document requests and inquiries … Read More
March 16, 2023 Enacting A Spendthrift Trust Can Be Beneficial To Your Loved Ones Despite its name, the purpose of a spendthrift trust isn’t just to protect profligate heirs from themselves. Read More
March 9, 2023 U.S. Supreme Court Rules Against The IRS On Critical FBAR Issue In Bittner v. U.S., the U.S. Supreme Court ruled that the penalty for non-willingly failing to file an FBAR applied … Read More
March 9, 2023 Data Analytics Is More Accessible Than You Think These days, data analytics is essential to for-profit business decision-making. What about nonprofits? Learn how these tools can help your … Read More
March 9, 2023 Forming A Cross-Functional Sales team You’d be hard-pressed to find a business owner who doesn’t want to improve sales. One potential way to do so … Read More
March 9, 2023 Claiming Losses On Depreciated Or Worthless Stock If you invest in the stock market, you’ve probably owned some losing shares. Here’s how to claim losses on your … Read More
March 6, 2023 Tap Into Specialized Functions In QuickBooks QuickBooks comes with a lot of bells and whistles. Here’s a look at some helpful advanced business management features that … Read More
March 2, 2023 Have You Reviewed Your Life Insurance Needs? Making sure you have the right amount of life insurance coverage can help ensure your family’s well-being after you’re gone. Read More
March 2, 2023 Is Effective Altruism All It’s Cracked Up To Be? Effective altruism advocates high-impact philanthropy, but its risks may outweigh its rewards. Here’s what nonprofits should know before partnering with … Read More
March 2, 2023 Supreme Court: Overtime Rules Still Apply To Highly Compensated Employees Many businesses today are short-staffed, making overtime a distinct possibility. A recent U.S. Supreme Court decision serves as a reminder … Read More
March 2, 2023 Awarded Money In A Lawsuit Or Settlement? It’s Only Tax-Free In Certain Circumstances If you receive a personal injury settlement or award, do you have to pay tax on it? Here are the … Read More