Services Insights

Tax Prep, Planning & Strategy

Get smart when tackling estate planning for intellectual property

If you’ve invented something during your lifetime and had it patented, your estate includes intellectual property (IP). The same goes for any…

Accounting & Assurance

ERM: A systemic approach to reducing your nonprofit’s risks

Do you associate enterprise risk management (ERM) with for-profit businesses? This systemic approach to risk reduction can be just as effective…

Tax Prep, Planning & Strategy

Why you should keep life insurance out of your estate

If you have a life insurance policy, you probably want to make sure that the life insurance benefits your family will receive after your death…

Tax Prep, Planning & Strategy

What does the executive action deferring payroll taxes mean for employers and employees?

On August 8, 2020, President Trump signed an executive memorandum that defers an employee’s portion of Social Security and Medicare taxes from…

Tax Prep, Planning & Strategy

Fortify your assets against creditors with a trust

You may think of trusts as estate planning tools — vehicles for reducing taxes after your death. While trusts can certainly fill that role,…

Tax Prep, Planning & Strategy

Matching gifts double the impact of donors’ contributions

A majority of large U.S. companies offer matching gift programs to boost the impact of their employees’ charitable gifts. Double the Donation…

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