What to Know About a Not-for-Profit Endowment Dec 17, 2020If the events of 2020 have taught not-for-profits anything, it’s that financial reserves... read more
Qualifying for Medical Expenses Tax Deduction Dec 15, 2020You may be able to deduct some of your medical expenses, including prescription drugs,... read more
The Importance of Acknowledging Donor Gifts Dec 10, 2020Holiday-inspired generosity and the desire to reduce tax liability makes the end of the... read more
Save for Retirement by Maximizing Your 401(k) Plan Dec 9, 2020Contributing to a tax-advantaged retirement plan can help you reduce taxes and save for... read more
How to Keep Retirement Plan Fees in Check Dec 8, 2020There has been a trend of increased litigation over the reasonableness of retirement... read more
Does Your Donor Bill of Rights Need Updating? Dec 2, 2020In 1993, a consortium of philanthropic organizations came up with the Donor Bill of... read more
As the Year Ends, Don’t Forget About Your FSAs! Nov 30, 2020Many employees take advantage of the opportunity to save taxes by placing funds in their... read more
How New PPP Loan Guidance Impacts Tax Planning Nov 24, 2020The IRS released new ruling and guidance on November 18, 2020 for businesses who... read more
Knowing the IRA Distribution Rules Can Make a Difference Nov 18, 2020Although planning is needed to help build the biggest possible nest egg in your... read more
Third-Party Agreements – the Benefits and Risks Nov 18, 2020Companies have seen growth after entering third-party agreements, and even though there... read more
