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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
According to a recent survey conducted by fundraising platform FrontStream, the vast majority (87%) of Americans say they’re donating to charity in 2021. And almost…read more
We invite you to join us for a free presentation on the new tax reform. There continues to be a lot of speculation surrounding the…read more
When you take withdrawals from your traditional IRA, you probably know that they’re taxable. But there may be a penalty tax on early withdrawals depending…read more
If you’re married, you may wonder whether you should file joint or separate tax returns. The answer depends on your individual tax situation. In general,…read more
Many employees have embraced the opportunity to work from home during the pandemic — but not all of them. Some workers have experienced feelings of…read more
CLICK HERE FOR LINK TO PODCAST This episode focuses on the tax treatments of disaster relief payments under IRC Section 139 and Tuition assistance under…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
Are you considering a move to another state when you retire? Perhaps you want to relocate to an area where your loved ones live or…read more
Your accounting and development departments are central to the continued financial health of your not-for-profit. So what happens when communication between these two functions break…read more
Sometimes, bigger isn’t better: Your small- or medium-sized business may be eligible for some tax breaks that aren’t available to larger businesses. Here are some…read more
Is your board staring at financial red flags without knowing it? Although some warning signs — such as those experienced when the pandemic first hit…read more
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