News & Updates

Steering your nonprofit through its growth stage

A not-for-profit’s growth stage generally starts two or three years after formation and continues until maturity at around ...
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Congratulations Kelli Clausel!

Congratulations to Kelli Clausel from our Chattanooga for passing the CPA exams! Time to celebrate!!!  
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The TCJA prohibits undoing 2018 Roth IRA conversions, but 2017 conversions are still eligible

Converting a traditional IRA to a Roth IRA can provide tax-free growth and tax-free withdrawals in retirement. But ...
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Upskilling: The next frontier in employee training

In the face of a tight job market and a widening skills gap, employers in many industries are ...
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Update your nonprofit’s social media policy

Perhaps you wrote a social media policy several years ago when your not-for-profit set up a Facebook page. ...
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Do you still need to worry about the AMT?

There was talk of repealing the individual alternative minimum tax (AMT) as part of last year’s tax reform ...
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Changes ahead for 401(k) hardship withdrawal rules

Many employers sponsor 401(k) plans to help employees save for retirement. But sometimes those employees need access to ...
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How private foundations can avoid accusations of self-dealing

IRS rules governing private foundations are complex and include many exceptions, which is why your foundation needs to ...
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3 traditional midyear tax planning strategies for individuals that hold up post-TCJA

With its many changes to individual tax rates, brackets and breaks, the Tax Cuts and Jobs Act (TCJA) ...
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What’s the difference between a plan document and an SPD?

Most of the health and welfare plans offered by employers today are subject to the Employee Retirement Income ...
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