June 13, 2022 Social Security Benefits: Do You Have To Pay Tax On Them? Some people are under the misconception that Social Security benefits are always free from federal income tax. So they may … Read More
June 13, 2022 Dig Deeper! Find Hidden Treasure In Financial Statement Footnotes Exploring financial statement footnotes can be a rewarding endeavor. Read More
June 1, 2022 For Nonprofits, Quid Pro Quo Isn’t A Simple Exchange Donors may automatically assume they can deduct the full amount of any charitable contribution. But what if your nonprofit provides … Read More
May 31, 2022 Is It A Good Time For A Roth Conversion? If the value of your portfolio is down, you may want to turn the stock market downturn into a tax-saving … Read More
May 31, 2022 Contingent Liabilities: To Report Or Not To Report? Is your company being transparent about contingent liabilities? In today’s uncertain conditions, reporting contingencies can be challenging. Here’s a refresher … Read More
May 25, 2022 Nonprofits: Tips For Getting The Grant How effective are your nonprofit’s grant proposals? Here’s how to research the grant, support your proposal and avoid pitfalls. Read More
May 25, 2022 The Ins And Outs Of Series EE Savings Bond Taxation Do you own Series EE bonds? Take a look at the issue dates to see if the bonds are no … Read More
May 25, 2022 Proposed Regs For Inherited IRAs Bring Unwelcome Surprises The SECURE Act nixed the “stretch IRA” and replaced it with a new 10-year rule on inherited IRAs. However, subsequent … Read More
May 23, 2022 How Inflation Could Affect Your Financial Statements Costs are rapidly rising. As you factor the effects of inflation into your financials, it’s important to look beyond the … Read More
May 23, 2022 Support Your Nonprofit’s Financial Plans With Board Designations Board-designated assets can provide a foundation and help ensure that funds are available when you need them. Read More
May 23, 2022 IRA Charitable Donations: An Alternative To Taxable Required Distributions Here’s a strategy for older taxpayers who are philanthropically inclined and also take distributions from their traditional IRAs. Read More
May 23, 2022 Forecasts Vs. Projections: What’s The Big Difference? Use your accountant for more than reporting historical performance. Here’s how an accountant can help you prepare for the future. Read More