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News & Updates
Because of COVID-19, college-aged children need a basic estate plan
Aug 6, 2020
|
COVID-19
,
News
,
Tax & Estate Planning
It’s August, and that means it’s time to get ready to go back to school for many students. ...
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How to codify your nonprofit’s ethics
Aug 5, 2020
|
News
,
Non Profits
Does your not-for-profit have a code of ethical conduct? According to the Association of Certified Fraud Examiners, establishing ...
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The tax implications of employer-provided life insurance
Aug 4, 2020
|
News
,
Tax & Estate Planning
Does your employer provide you with group term life insurance? If so, and if the coverage is higher ...
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IRS relief available for midyear contribution changes to safe harbor 401(k)s
Jul 31, 2020
|
Employer Benefits
,
News
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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Reporting CAMs in the COVID-19 era
Jul 31, 2020
|
COVID-19
,
News
Starting in 2019, auditors’ reports for certain public companies must contain a new element: critical audit matters (CAMs). ...
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Avoid “bad blood” among family members: Protect your will from legal challenges
Jul 30, 2020
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News
,
Tax & Estate Planning
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 that have teamed up
Jul 29, 2020
|
News
,
Non Profits
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?
Jul 28, 2020
|
COVID-19
,
News
,
Tax & Estate Planning
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
Jul 24, 2020
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News
,
Tax & Estate Planning
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
Jul 23, 2020
|
News
,
Tax & Estate Planning
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
Jul 21, 2020
|
News
,
Tax & Estate Planning
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or ...
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Communicate carefully about compensation during the pandemic
Jul 20, 2020
|
COVID-19
,
Employer Benefits
,
News
The COVID-19 pandemic and resulting economic fallout have spurred layoffs and furloughs for many employers. As the months ...
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