Even if your nonprofit is gearing up for a holiday fundraising campaign, don’t neglect your ongoing fundraising plan. Don’t have one? We explain how to get started.
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Estate tax exemption “portability” can save married couples substantial estate taxes, but only if the necessary election is made.
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Divorce can be financially complicated, especially if one or both of the spouses owns a business.
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If federal estate tax isn’t an issue for your family, you may want to hold on to your life insurance policy for its estate planning opportunities.
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Recent natural disasters in Hawaii and California should remind all nonprofit organizations to establish a disaster plan. Here’s how to help protect your people, operations and technology.
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If your corporation defaults on a loan that you guarantee, there may be tax consequences. You don’t want to be caught unaware.
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Because of probate’s public nature, avoiding the process to the extent possible is a goal of many estate plans. Here are some strategies.
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Family members often want to help disabled loved ones financially but don’t want them to lose eligibility for their government benefits. A tax-advantaged ABLE account may be the answer.
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Beware of fraudsters hyping the Employee Retention Tax Credit! Not all businesses are eligible despite the claims you may be hearing on TV or in mail, phone and email solicitations.
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Next year, a new provision kicks in that may allow businesses to help employees in financial emergencies through their retirement plans. Here are the details.
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To avoid confusion, pain and possible court proceedings among your surviving family members after your death, maintain only one, original will.
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If you lead a private foundation, you must go out of your way to prevent anything that might be perceived as a conflict of interest or self-dealing. Here’s how to color within the lines and stay out of trouble.
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Learn the reasons why you should have an estate plan even if you’re not married and have no children.
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Some businesses receive large amounts of cash. Depending on the amounts, they may be required to report the transactions to the IRS.
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If you are resuming student loan payments soon, be aware that interest is deductible for some borrowers subject to certain limits. Here are the rules.
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You can operate your small business in several ways. For example, your entity can be a sole proprietorship, an S corporation or a partnership. Here are the advantages of operating as a limited liability company (LLC).
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Have you heard there’s an enhanced tax credit for making energy-efficient home improvements, beginning this year? Here are the rules.
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There may be a way to reduce a large tax bill if you own appreciated land that you want to subdivide and develop for sale. Here’s a three-step strategy.
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Nursing home care is expensive. However, there may be tax breaks if your parent is moving into one.
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What would happen if one of your nonprofit’s volunteers harmed someone while volunteering for you? No matter how much you prize them, volunteers present litigation risks. We recommend four best practices.
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