Stop procrastinating and get to work on your estate plan

For many people, creating an estate plan falls into the category of important but not urgent. As a ...
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Put qualified charitable distributions to work for your nonprofit

Individuals with traditional IRAs generally are mandated to start taking required minimum distributions (RMDs) after they reach age 73. ...
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Are you missing a valuable tax deduction for Medicare premiums?

If you’re age 65 or older and enrolled in basic Medicare insurance, you may need to pay additional ...
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An overview of plan documents and SPDs for employers

Most employer-sponsored retirement and welfare benefit plans are subject to the federal Employee Retirement Income Security Act (ERISA). ...
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An employee stock ownership plan can be a versatile business exit and estate planning tool

As a closely held business owner, a substantial amount of your wealth likely is tied to the business. ...
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One Big Beautiful Bill Highlights

One Big Beautiful Bill was signed into law on July 4th. Businesses and individuals should consult with their ...
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The Big, Beautiful Bill and Your Financial Institution

By:  Tiffany Galligan, CPA; Lacey Heath, CPA; and Ashton Pellicano, CPA What does the One Big Beautiful Bill Act (OBBBA) mean ...
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One Big Beautiful Bill Brings Change to Nonprofits

By: Brian Carter, CPA Congress recently passed the One Big, Beautiful Bill Act (OBBBA) — a large and ...
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One Big, Beautiful Bill Act Changes the Education Landscape

By: Jon Schultz, CPA,  Brent Ullrich, CPA, and Kimberly Haynes, CPA After much back and forth on Capitol Hill, the One Big, Beautiful ...
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Turning Financial Insight Into Business Foresight: Empowering Your Company for Strategic Growth

By Robert Stephens, CPA For countless businesses, from local "Main Street" companies to burgeoning mid-market firms, the aspiration ...
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Mauldin & Jenkins Brings Comfort and Care to Ronald McDonald House

Birmingham, Alabama, July 8, 2025- Professionals from Mauldin & Jenkins, a leading assurance, tax and advisory firm, dedicated ...
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6 ways to make your nonprofit’s board meetings more productive

If your not-for-profit’s board members frequently miss meetings, show little enthusiasm for their roles or resign before their ...
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