Insights

What to do if your nonprofit receives an IRS audit letter

The IRS’s staffing shortages have been well publicized and audits of individuals have decreased in...

Technical Updates to Executive Order 13496 NLRA Rights Poster

The U.S. Department of Labor has made technical changes to the National Labor Relations Act (NLRA)...

Hiring this summer? You may qualify for a valuable tax credit

Is your business hiring this summer? If the employees come from certain “targeted groups,” you may...

Find a better way to manage your receivables

Failure to collect accounts receivable (AR) in a timely manner can lead to a myriad of financial...

Naming a Trustee: A Critical Choice for Your Estate

When it comes to estate planning, trusts are appealing for many reasons. They can enable you to...

4 Risks of Jointly Owning Property with Family Members

A common estate planning mistake that people make is to own property jointly with an adult child or...

Summer: A good time to review your investments

You may have heard about a proposal in Washington to cut the taxes paid on investments by indexing...

The “nanny tax” must be paid for more than just nannies

You may have heard of the “nanny tax.” But even if you don’t employ a nanny, it may apply to you....

Retiring in a New State: Tax Considerations

When you retire, you may consider moving to another state — say, for the weather or to be closer to...

Buy-Sell Agreements: Ensure Liquidity & Cover Estate Taxes

If you own an interest in a closely held business, it’s critical to have a well-designed, properly...