If your not-for-profit is trying to fulfill its mission with less volunteer help these days, you’re not alone. A December 2021 Gallop poll found that…read more

Reviewed by Vincent Tomei, III, CPA, Partner The IRS has been increasing its audit efforts, focusing on large businesses and high-income individuals. By 2026, it plans…read more

Many taxpayers make charitable gifts — because they’re generous and they want to save money on their federal tax bills. But with the tax law…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

Although planning is needed to help build the biggest possible nest egg in your traditional IRA (including a SEP-IRA and SIMPLE-IRA), it’s even more critical…read more

If you’re getting close to retirement, you may wonder: Are my Social Security benefits going to be taxed? And if so, how much will you…read more

If a donor has never asked your not-for-profit to return a gift, it may only be a matter of time. Although uncommon, donors can change…read more

Many not-for-profits are just starting to emerge from one of the most challenging environments in recent memory due to the COVID-19 pandemic. Even if your…read more

Reviewed by Vincent Tomei, III, CPA, Partner If you have a child or grandchild planning to attend college, you’ve probably heard about qualified tuition programs, also…read more

Small business owners are well aware of the increasing cost of employee health care benefits. As a result, your business may be interested in providing…read more

Maureen M. Rutecki  CPA/ABV/CFF, ASA  |  Partner Ah! The dog days of summer are upon us, the time of year when you might find yourself…read more

Recent reports have raised anew concerns about the impending insolvency of the Social Security program, absent congressional action. Social Security reform has long been considered…read more