2018 Tax Prep, Planning & Strategy Insights

Topics

How much are your volunteers worth? The not-for-profit advocacy group Independent Sector estimates the value of the average American volunteer…

Estate planning and investment risk management go hand in hand. After all, an estate plan is effective only if you have some wealth to transfer…

Now that the gift and estate tax exemption has reached a record high of $11.18 million (for 2018), it may seem that gifting assets to loved ones…

Not-for-profits use special events to raise large amounts in a short period of time. Most often, the donor receives a direct benefit from the…

If your small business doesn’t offer its employees a retirement plan, you may want to consider a SIMPLE IRA. Offering a retirement plan can…

There’s no law that says you can’t prepare your own estate plan. And with an abundance of online services that automate the creation of wills…

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