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News & Updates
After Tax Day: Take These Action Steps
May 12, 2022
|
Tax & Estate Planning
The April tax filing deadline has passed, but that doesn’t mean you should push your taxes out of ...
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Quality Portfolio Management During a Volatile Economic Cycle
May 12, 2022
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Financial Institutions
By: Jay Lucas Just as we started to regain our normalcy post-pandemic, we are slapped with what many ...
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Congress Eyes Further Retirement Savings Enhancements
May 12, 2022
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Tax & Estate Planning
In 2019, the bipartisan Setting Every Community Up for Retirement Enhancement Act (SECURE Act) — the first significant ...
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Addressing adopted children or stepchildren in your estate plan
May 12, 2022
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Tax & Estate Planning
Families that have children who are adopted, or stepchildren who haven’t been legally adopted, may face unique estate ...
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Matching gifts make donations twice as sweet
May 11, 2022
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Non Profits
According to nonprofit consultant Double the Donation, almost 65% of U.S. companies offer matching gift programs to help ...
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7 midyear tax-reduction strategies for manufacturers
May 10, 2022
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Manufacturing
As the midpoint of the year fast approaches, it’s a good time for manufacturers to assess their tax ...
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Caring for an elderly relative? You may be eligible for tax breaks
May 10, 2022
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Tax & Estate Planning
Taking care of an elderly parent or grandparent may provide more than just personal satisfaction. You could also ...
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Adding an arbitration provision to an ERISA-compliant retirement plan
May 6, 2022
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Employer Benefits
When you see the word “arbitration,” you might think of a business dispute, divorce proceeding or perhaps a ...
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Mauldin & Jenkins Named One of Chattanooga’s Best Places to Work 2022 for Third Consecutive Year
May 6, 2022
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Press
Chattanooga, TN, May 6, 2022 - Mauldin & Jenkins is thrilled to share that it has been named ...
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The HSA: A healthy supplement to your wealth-building regimen
May 5, 2022
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Tax & Estate Planning
A Health Savings Account (HSA) can be a powerful tool for financing health care expenses while supplementing your ...
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CFO, yes or no? Here’s how to decide
May 5, 2022
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Non Profits
Whether your not-for-profit organization needs a chief financial officer (CFO) depends on many factors, such as the size ...
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Valuable gifts to charity may require an appraisal
May 5, 2022
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Tax & Estate Planning
If you donate valuable items to charity, you may be required to get an appraisal. The IRS requires ...
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