Not all intangible assets are created equal in the eyes of the IRS. Learn the federal income tax treatment for capital vs. noncapital self-created intangibles — and why the distinction matters to small business owners.
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Fresh perspectives and trusted connections can help nonprofits grow smarter. Learn how a well-structured advisory board can help support your mission.
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Estate planning tools such as powers of appointment can provide you peace of mind. How? You’ll know that a trusted individual will be able to adjust the distribution of your assets if needed to achieve your goals.
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Small business owners: If you think your income is too high for you to qualify to make Roth IRA contributions, think again. Many self-employed individuals are eligible for contributions without realizing it.
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Tax scams continue to evolve. Here are some common ones to watch for and how to avoid becoming a victim.
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Many people assume that foreign assets they own aren’t relevant to their “U.S.” estate plans. But that’s not the case.
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The IRS has issued final regulations that provide guidance on the tax deduction for qualified cash tips. Learn what’s new.
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Rebalancing your investment portfolio periodically is necessary to maintain your desired asset allocation, which can help manage risk and achieve your goals. Here are some tips for tax-smart rebalancing.
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If you come across an estate planning term you’re unfamiliar with, consult this handy glossary.
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Suspected employee fraud can shake any nonprofit. But a thoughtful, well-coordinated response can help mitigate the impact and safeguard your mission. For some practical steps, start here.
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To minimize potential interest and penalties and maximize tax-saving opportunities, look beyond April 15 to the tax-related deadlines you may face for the rest of 2026.
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If your nonprofit relies heavily on a few funding sources, it may be time to diversify your revenue streams. Here’s how.
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As our lives become increasingly digital, estate planning must evolve to keep pace. Here are answers to a few common questions about estate planning for your digital assets.
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It’s never too early to organize your tax documents.
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LLC and LLP owners: Can you deduct your business losses this year? The answer may depend on whether your activity is considered passive under the IRS’s passive activity loss rules.
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Beware, small business owners: As your workforce grows, ACA compliance can become a costly surprise without proper planning.
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Pairing a charitable remainder trust and a wealth replacement trust can help you achieve two estate planning goals: philanthropy and leaving a legacy.
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Board term limits can strengthen governance with fresh perspectives and more collaborative leadership. But they also come with drawbacks. Learn how to design the right approach for your nonprofit.
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Not ready to file your federal income tax return by April 15? There are things you can do to avoid or reduce penalties.
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The research credit isn’t just for labs or tech companies. Many businesses are missing out because they mistakenly assume they don’t qualify — or aren’t sure where to start. Learn how the credit works and what to consider.
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