Tax filing season is upon us, and you probably have questions. Here are answers to some FAQs to help.
Read More
Reference this tax calendar to learn the 2026 deadlines for various tax-related forms and payments.
Read More
Businesses: Don’t cast a shadow over tax filing season by missing this important deadline.
Read More
If you think the use of data analytics is out of reach for your nonprofit, think again. Learn how your organization can benefit from a data-driven approach.
Read More
Now is a good time to review your medical expenses for 2025 and see if you had enough so you can claim the medical expense deduction. But first you need to know what’s potentially deductible.
Read More
The 2025 federal income tax return filing deadline for most partnerships, S corporations and LLCs is looming.
Read More
Can you claim a personal casualty loss deduction on your 2025 income tax return?
Read More
Want more time to focus on your nonprofit’s mission-critical tasks? Commit to better delegation. Here’s how.
Read More
A Crummey trust provides a limited withdrawal right for beneficiaries, while periodic contributions qualify for the gift tax annual exclusion.
Read More
For 2026, the standard deduction, most retirement contribution limits and the gift and estate tax exemption are increasing. Other important tax figures for individuals are also changing.
Read More
Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your loved ones. This includes having a plan for making critical medical decisions in the event you’re unable to make them yourself.
Read More
Many, but not all, tax-related figures for businesses and their owners will increase for 2026, impacting your tax planning.
Read More
Termination of S corporation status generally will result in the loss of substantial tax benefits. But there are steps you can take to protect S status.
Read More
Before deciding to own an asset jointly with your adult child, consider these pitfalls.
Read More
The One Big Beautiful Bill Act introduced Section 530A accounts, also known as “Trump accounts.” The IRS has provided details in recent guidance.
Read More
Businesses: A new tax year means some new rules for W-1 and 1099 reporting.
Read More
New tax law provisions for deducting charitable donations go into effect in 2026. Find out how you’ll be affected.
Read More
In recent years, several states have adopted pay transparency laws. Even if your state hasn’t, pay transparency can help your nonprofit recruit and retain staffers. Here’s how to get the ball rolling.
Read More
Want to reduce your 2025 taxes? Here are four ideas you may be able to implement in December.
Read More
The benefits of using a living trust are many. Pairing it with a pour-over will can help wrangle any loose assets that you purposely (or inadvertently) didn’t transfer to the living trust.
Read More