Estate & Wealth Transfer Planning Insights

Accounting & Assurance

Buy or lease? Both can benefit nonprofits

If your not-for-profit owns its own facility, it likely will have more control of work space than if you lease. However, ownership carries risks…

Tax Prep, Planning & Strategy

Fight fundraising obstacles with personal appeals

It’s no secret that this is a challenging time for charitable fundraising. In its annual Giving USA 2019 report, the Giving USA Foundation…

Tax Prep, Planning & Strategy

Avoid excess benefit transactions and keep your exempt status

One of the worst things that can happen to a not-for-profit organization is to have its tax-exempt status revoked. Among other consequences,…

Tax Prep, Planning & Strategy

Protecting youth sports leagues from fraud

Who would defraud a kids’ organization? The answer, unfortunately, is that trusted adults sometimes steal from not-for-profits benefiting children.…

Tax Prep, Planning & Strategy

Don’t worry! A broken trust can be fixed

There are good reasons why estate planning advisors recommend you revisit and, if necessary, revise your estate plan periodically: changing circumstances,…

Tax Prep, Planning & Strategy

Who needs an estate plan? You do!

Despite what you might think, estate planning isn’t limited to only the rich and famous. In fact, your family is likely to benefit from a comprehensive…

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wcscpas Weyrich Cronin Sorra @wcscpas ·
7 Jan

"How does your federal tax bill affect Medicare insurance premiums? How much will monthly Medicare premiums be in 2025? Here are the answers to those and other questions." https://bit.ly/4femneJ

wcscpas Weyrich Cronin Sorra @wcscpas ·
6 Jan

The ongoing saga of the beneficial ownership information reporting requirements isn’t over. A federal appeals court and the government now say that more than 30 million businesses no longer have to file reports in January 2025. https://bit.ly/3W9Ou89