Size of charitable deductions depends on many factors
Whether you’re claiming charitable deductions on your 2017 return or planning your donations for...
Keeping a trust a secret could violate state law
If your estate plan includes one or more trusts, you may have a good reason for wanting to keep...
Feeling lucky? How to find a pot of gold in your financials
Every business experiences occasional cash shortages. When this happens, owners often assume they...
What You Should Know About the Tax Refund Scam
A new tax identity theft scam has popped up in 2018. The IRS is alerting taxpayers of this new...
Spring Cleaning for Nonprofits: Review and Update Programs
Has your not-for-profit’s program lineup remained unchanged for at least a couple of years? If so,...
7 ways to prepare your business for sale
For some business owners, succession planning is a complex and delicate matter involving family...
2017 tax filing deadline for pass-through entities is March 15
When it comes to income tax returns, April 15 (actually April 17 this year, because of a weekend...
5 estate planning tips for the sandwich generation
The “sandwich generation” accounts for a large segment of the population. These are people who find...
Time to Innovate Your Retirement Benefits Communications
Employees tend not to fully appreciate or use their retirement benefits unless their employer...
It’s time for nonprofits to embrace the cloud
Cloud computing promises lower technology costs and greater efficiency and productivity. Yet many...