Estate & Wealth Transfer Planning Insights

Accounting & Assurance

Nonprofits can borrow, but finding a lender may be tough

Borrowing isn’t just for businesses. Many not-for-profits borrow money for major capital purchases, new program funding and even to manage…

Business Valuation

2020 tax calendar

To help you make sure you don’t miss any important 2020 deadlines, we’ve provided this summary of when various tax-related forms, payments…

Accounting & Assurance

A policy can help nonprofits look “gift horses” in the mouth

When you receive a personal gift from a friend or family member — even if it’s not something you particularly want — you accept the gift…

Tax Prep, Planning & Strategy

It’s about time: Don’t waste that of your board members

Most not-for-profit board members are unpaid volunteers. They’ve agreed to serve because they care about your mission and the impact your organization…

Tax Prep, Planning & Strategy

When it comes to asset protection, a hybrid DAPT offers the best of both worlds

A primary estate planning goal for most people is to hold on to as much of their wealth as possible to pass on to their children and other loved…

Tax Prep, Planning & Strategy

Control how your charitable gifts are used by adding restrictions

If philanthropy is an important part of your estate planning legacy, consider taking steps to ensure that your donations are used to fulfill…

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Fax: 410.339.7272

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Bel Air, MD 21014
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wcscpas Weyrich Cronin Sorra @wcscpas ·
5 Dec

"If you’re feeling generous as we head toward the holidays, you may want to give cash gifts to your loved ones. You may also want to steer clear of gift tax implications." https://bit.ly/4ex2oaX

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