The Tax Implications on Your Not-for-Profit’s Donors Feb 5, 2020The deductibility of most charitable gifts hasn’t changed since passage of the Tax Cuts... read more
Claiming a Refund or Credit of UBIT or Adjusting Form 990-T Jan 31, 2020Internal Revenue Code (IRC) Section 512(a)(7) was recently retroactively repealed by the... read more
Protect Yourself by Filing Your 2019 Tax Return Early Jan 14, 2020The IRS announced it is opening the 2019 individual income tax return filing season on... read more
Repealed: UBIT on Transportation Fringe Benefits Jan 9, 2020A much-hated tax on not-for-profit organizations is on the way out. At the end of 2019,... read more
Save on Taxes with Your 401(k) Plan Nov 12, 2019You can reduce taxes and save for retirement by contributing to a tax-advantaged... read more
Here are the Gift Tax Exclusion Rules… Oct 1, 2019As we head toward the gift-giving season, you may be considering giving gifts of cash or... read more
“Kiddie Tax” Rates Can Hurt Your Family – Here’s Why Jul 31, 2019Years ago, Congress enacted the “kiddie tax” rules to prevent parents and grandparents... read more
The Tax and Non-Tax Benefits of Hiring Your Children This Summer May 21, 2019If you’re a business owner and you hire your children (or grandchildren) this summer,... read more
Your Year-End Tax and Financial To-Do List Dec 11, 2018With the dawn of 2019 on the near horizon, here’s a quick list of tax and financial... read more
The TCJA Prohibits Recharacterization, 2017 Conversions Still Eligible Aug 7, 2018Converting a traditional IRA to a Roth IRA can provide tax-free growth and tax-free... read more
