This article applies to U.S. taxpayers that utilize or have utilized the Foreign Earned Income Exclusion (FEIE) . The IRS recently allowed a taxpayer to…read more

Back in late 2019, the first significant legislation addressing retirement savings since 2006 became law. The Setting Every Community Up for Retirement Enhancement (SECURE) Act…read more

The IRS has confirmed the April 15th individual income tax and information return filing deadline is not being extended therefore taxpayers and their accountants are…read more

Giving circles — generally small groups of people who make a charitable impact by pooling their money — are growing in popularity. If your not-for-profit…read more

You Are Invited To….   Health Care Reform: What is next for 2016 and Beyond To help you understand the rules and build a strategy…read more

Do you think about your not-for-profit’s annual report as a yearly obligation or even an unpleasant chore? If so, your annual report likely isn’t much…read more

Updated: As of January 1, 2022, SBA stopped accepting applications for new COVID-19 EIDL loans or advances. As of May 6, 2022, SBA is no…read more

A number of tax-related limits that affect businesses are annually indexed for inflation, and many have increased for 2021. Some stayed the same due to…read more

Some people mistakenly believe that Social Security benefits are always free from federal income tax. Unfortunately, that’s often not the case. In fact, depending on…read more

Many nonprofits have put major purchases and other ambitious initiatives on hold during the pandemic. But if you need to buy or expand a facility,…read more

The IRS has issued new guidance providing transitional relief related to recent legislative changes to the age at which taxpayers must begin taking required minimum…read more

Many people own Series E and Series EE bonds that were bought many years ago. They may rarely look at them or think about them…read more