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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When disaster strikes, your nonprofit needs to be ready. Learn how to build organizational continuity, whatever comes your way.
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The circumstances when individual taxpayers can deduct vehicle-related expenses are limited, but tax-saving opportunities are available.
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How you move money into your C corporation today can shape your tax outcomes tomorrow. Here’s why making bona fide loans to your business can be a tax-smart move.
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The variety of benefits a family limited partnership offers may be enough to offset the fact that it can often be more complex to set up and operate than other estate planning tools.
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How effective is your nonprofit’s finance committee? If its members aren’t involved in these seven core responsibilities, it may be time to revamp your approach.
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If during your lifetime you’ve invented something and had it patented or created a copyrighted work, your estate may include intellectual property (IP). This can be a valuable intangible asset that your estate plan must address.
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