News & Insights
Recent Posts
- Looking for Funding? Consider SBA Loans
- Protect Yourself From Fraudsters Impersonating the IRS and Other Tax Scams
- Self-Employed? Don’t Overlook a Roth IRA
- Knowing What’s Coming: Why Every Local Government Needs a Capital Improvement Plan
- Is an Advisory Board the Right Solution for Your Nonprofit?
- Three Key Considerations for Effective Grant Management in Local Governments
- What You Can Do to Protect Your Business from Rising Costs
- When Outstanding Invoices Indicate Underlying Operational Issues
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Planning for Year-End Gifts with the Gift Tax Annual Exclusion
As we approach the holidays and the end of the year, many people may want to make gifts of cash or stock to their loved ones. By properly using the…
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How to Plan for Succession: Paving the Way for Continued Prosperity
Proficient chess players begin each game with a clear strategy that prepares multiple moves in advance. While each move is designed to set up the next, a strategic chess player…
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House Ways and Means Committee Releases Initial Tax Proposals
On September 13, 2021, the House Ways and Means Committee released draft legislation that proposes a series of tax increases and tax cuts, which will undergo a round of markups…
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There’s Currently a “Stepped-up Basis” If You Inherit Property — But Will it Last?
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. The current rules Under the current fair market…
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The Benefits of a Backdoor Roth IRA
An IRS-approved tool to high-income earners save for retirement and enjoy tax-free earnings. While it may be somewhat misleading in name, a “backdoor Roth IRA” is not an illegal retirement…