A trust protector is to a trustee what a corporate board of directors is to a CEO. The protector oversees the trustee and weighs in on critical decisions....
To maintain growth for your nonprofit organization, you'll need to diversify revenue sources, manage cash flow and develop solid budgets. We can help you....
Converting a traditional IRA to a Roth IRA can provide tax-free growth and tax-free withdrawals in retirement, but a rules change may alter your 2018 strategy....
The TCJA liberalized eligibility rules for using the cash method of accounting, making this method available to more businesses. Is it the right option for you?...
A family limited partnership (FLP) can help owners enjoy the tax benefits of gradually transferring ownership yet allow them to retain control of the business....
Now is the time to assess your individual alternative minimum tax risk and see if there are any steps you can take to minimize or avoid the AMT impact....
A Supplemental Needs Trust allows you to enhance a family member's quality of life without jeopardizing his or her eligibility for government benefits....
A social media policy helps ensure that online accounts promote and enhance - not damage - your nonprofit's reputation and fundraising efforts....
Congress created the "kiddie" tax back in 1986 to discourage putting investments in children's name. Now, under the TCJA the kiddie tax is more dangerous....
Revisiting the 25-year-old Donor's Bill of Rights list's basic principles can help you build solid relationships with donors - and even boost fundraising....