News & Insights
News
Insights
Recent Posts
- Is Your Nonprofit’s Spending Policy Still Working?
- The Business Lifecycle Part 4: The Established Stage
- Key Takeaways From the 2026 AICPA Not-for-Profit Industry Conference: Building Resilience in an Era of Change
- FAQs About Resolving Small Business Tax Issues
- IRS Issues Guidance on QOZ Program Changes
- Where to Look When You Need to Improve Profit Margins
- Business and Other Mileage Rates Increase for the Second Half of 2026
- Approaching Nonprofit Mergers With Intentionality
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IRS Issues Final Regulations on Inherited IRAs
The IRS has published new regulations relevant to taxpayers subject to the “10-year rule” for required minimum distributions (RMDs) from inherited IRAs or other defined contribution plans. The final regs,…
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IRS Ramps Up Compliance Enforcement Against Certain Businesses
The Inflation Reduction Act provided the IRS with billions of dollars of additional funding to reduce the so-called “tax gap” between what taxpayers owe and what they actually pay. The…
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Certain Charitable Donations Allow You to Avoid Taxable IRA Withdrawals
If you’re a philanthropic individual who is also obligated to take required minimum distributions (RMDs) from a traditional IRA, you may want to consider a tax-saving strategy. It involves making…
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Common Estate Planning Mistakes
By: Devan Alexander and Jen Danko Having a solid estate plan in place before an unthinkable crisis is the best way to ensure your legacy is preserved and your wishes…
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Maximizing Your 529 Plan: New Opportunities with Roth IRA Rollovers
When planning for higher education expenses, many families turn to 529 Plans for reliable savings. What is a 529 Plan? It offers families the benefit of tax-free growth on investments,…