September 30, 2020 Why Face-to-Face Meetings With Your Auditor are Important Remote audit procedures can help streamline the audit process and protect the parties from health risks during the COVID-19 crisis. … Read More
September 29, 2020 Why it’s Important to Plan For Income Taxes as Part of Your Estate Plan As a result of the current estate tax exemption amount ($11.58 million in 2020), many estates no longer need to … Read More
September 25, 2020 Collective Impact Initiatives: All For One and One For All Collective impact initiatives are growing among not-for-profits. Such initiatives are about more than collaboration. They represent the commitment of a … Read More
September 17, 2020 What To Do When The Audit Ends Financial audits conducted by outside experts are among the most effective tools for revealing risks in not-for-profits. They help assure … Read More
September 15, 2020 Homebuyers: Can You Deduct Seller-Paid Points? Despite the COVID-19 pandemic, the National Association of Realtors (NAR) reports that existing home sales and prices are up nationwide, … Read More
September 14, 2020 Four Tips for Increasing Your Retirement Dollars 1. Don’t Cash Out Retirement Plans When Changing Employment When you leave a job, the vested benefits in your retirement … Read More
September 14, 2020 Are You Hearing About Financial Wellness? Employers have heard a lot about financial wellness. However, employers don’t always recognize the connection between financial wellness and improved … Read More
September 11, 2020 Have You Ever Considered Offering a Phased Retirement Program? Phased retirement includes a range of flexible retirement approaches that would allow employees approaching normal retirement age the option to … Read More
September 10, 2020 Good News 401(k) Its “Reference Point Report is an annual client data benchmarking report so plan sponsors can review trends and benchmark their … Read More
September 9, 2020 Private Foundations Need Strong Conflict-of-Interest Policies Does your private foundation have a detailed conflict-of-interest policy? If it doesn’t — and if it doesn’t follow the policy … Read More
September 8, 2020 Back-to-School Tax Breaks On The Books Despite the COVID-19 pandemic, students are going back to school this fall, either remotely, in-person or under a hybrid schedule. … Read More
September 8, 2020 Levels of Assurance: Choosing The Right Option For Your Business Today The COVID-19 crisis is causing private companies to re-evaluate the type of financial statements they should generate for 2020. Some … Read More
