April 13, 2020 Questions To Ask When Making COVID-19 Risk Disclosures Efforts to contain the spread of the novel coronavirus (COVID-19) have led to suspension of many economic activities, putting unprecedented … Read More
April 9, 2020 UBTI: Making Sense of Unrelated Business Taxable Income for Nonprofits A lot of the work of running a non-profit organization with tax-exempt status involves ensuring that the entity doesn’t engage … Read More
April 7, 2020 Everything You Need to Know About Investing in Your 40s If you want to know more about investing during the other decades of your life, don’t miss our other … Read More
April 2, 2020 The A to Z of QOZs: The Facts about Qualified Opportunity Zone Investments Qualified Opportunity Zones (QOZs) are communities that Congress designated as economically distressed as part of the Tax Cuts and Jobs … Read More
April 1, 2020 CARES Act Offers New Hope for Cash-Strapped Nonprofits The federal government’s latest response to COVID-19, the CARES Act, makes low-interest and forgivable loans available to nonprofit employers. Learn … Read More
April 1, 2020 COVID-19 Stimulus Package Offers Relief to Affected Individual Taxpayers During these uncertain times, it pays to know what relief is available under the CARES Act for you and your … Read More
March 31, 2020 Five Key Decisions For A Successful Retirement Life is a series of decisions, and everyone has to live with the results of the decisions they make. One … Read More
March 31, 2020 Everything You Need to Know About Investing in Your 30s If you want to know more about investing during the other decades of your life, don’t miss our other posts … Read More
March 31, 2020 Addressing Employee Education Strategically An educated employee is an empowered employee, especially when it comes to retirement savings and financial wellness. To help employees … Read More
March 31, 2020 Another Way to Save: New Tax Credit for Plan Participants According to a Transamerica Center for Retirement Studies (TCRS) report fewer than four in ten U.S. workers know about a … Read More
March 31, 2020 Closing The Retirement Gender Gap: How Retirement Plan Advisors Can Help Despite the fact that women tend to live longer, female workers typically have lower retirement account balances than their male … Read More
March 30, 2020 CARES Act Coronavirus (COVID-19) Relief to Businesses The CARES Act includes several tax-related provisions to help businesses survive the coronavirus (COVID-19) pandemic. Read More
