Business Succession Planning Insights

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Most people are genuinely appreciative of inheritances. But sometimes it may be too good to be true. While inherited property is typically tax-free…

When a donor promises to make a contribution at a later date, your not-for-profit likely welcomes it. But such pledges can come with complicated…

The Centers for Medicare and Medicaid Services is issuing new Medicare cards to seniors, with random letters instead of Social Security numbers. The…

You may have breathed a sigh of relief after filing your 2017 income tax return (or requesting an extension). But if your office is strewn with…

Today, it’s not unusual for a family to include children from prior marriages. These “blended” families can create estate planning complications…

Your not-for-profit is likely governed by a core group of board members. But the addition of an informal advisory board can bring complementary…

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