News & Insights
Recent Posts
- How to Strengthen Your Nonprofit’s Cash Flow
- Beware of Potential Tax Issues When Selling Self-Created Intangibles
- Should You Make After-Tax, Non-Roth 401(k) Contributions?
- The Business Lifecycle Part 3: The Growth Stage
- Managing Overhead Costs Today
- Midyear is a Good Time to Update Your Business’s Strategic Plan
- The Pros and Cons of Alternative Investments for Nonprofits
- The Audit Findings That Never Seem to Go Away – And How Municipalities Can Fix Them
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Should You Make After-Tax, Non-Roth 401(k) Contributions?
If you participate in a company 401(k) plan, you already know that you can make pre-tax contributions up to the annual elective deferral limit to a traditional, tax-deferred account. If…
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Understanding Key Estate Planning Acronyms
By Nate Johnson, Tax Associate Estate planning is a complex field, filled with specialized terms and acronyms that can be confusing for both clients and even some professionals. However, understanding…
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Qualified Charitable Distributions & Charitable Gift Annuities: Tax-Efficient Ways to Give
Giving to organizations and charities that are impactful in your community or around the globe is a cornerstone of leadership and success. Not only are you supporting impactful work, but…
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Maximize Estate Tax Savings with a Spousal Lifetime Access Trust Before the Tax Cuts & Jobs Act Expires in 2025
By: Kevin Todd, CPA, EA, USTCP, Senior Manager Overview of the Tax Cuts and Jobs Act (TCJA) Expiration Many of the legislative tax rules we have come to know under…
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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…