covid-19 estate plan

Because of COVID-19, college-aged children need a basic estate plan

It’s August, and that means it’s time to get ready to go back to school for many students. ...
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codify nonprofits ethics

How to codify your nonprofit’s ethics

Does your not-for-profit have a code of ethical conduct? According to the Association of Certified Fraud Examiners, establishing ...
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employer provided life insurance

The tax implications of employer-provided life insurance

Does your employer provide you with group term life insurance? If so, and if the coverage is higher ...
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IRS relief for midyear 401k contributions

IRS relief available for midyear contribution changes to safe harbor 401(k)s

In response to the COVID-19 crisis, the IRS recently issued Notice 2020-52. It offers sponsors of safe harbor 401(k) ...
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CAMS reporting during covid-19

Reporting CAMs in the COVID-19 era

Starting in 2019, auditors’ reports for certain public companies must contain a new element: critical audit matters (CAMs). ...
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protecting your will

Avoid “bad blood” among family members: Protect your will from legal challenges

You’ve probably seen it in the movies or on TV: A close-knit family gathers to find out what’s ...
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financial reporting for nonprofits

Financial reporting for nonprofits that have teamed up

Not-for-profits sometimes team up with other entities to boost efficiency, save money and better serve both organizations’ constituencies. ...
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Are scholarships tax-free or taxable?

COVID-19 is changing the landscape for many schools this fall. But many children and young adults are going ...
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Drive success with dashboard reports

Timely, relevant financial data is critical to managing a business in today’s unprecedented conditions. Similar to the control ...
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Fortify your assets against creditors with a trust

You may think of trusts as estate planning tools — vehicles for reducing taxes after your death. While ...
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Take advantage of a “stepped-up basis” when you inherit property

If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or ...
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COVID-19 employer compensation

Communicate carefully about compensation during the pandemic

The COVID-19 pandemic and resulting economic fallout have spurred layoffs and furloughs for many employers. As the months ...
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