Category: Insights

Individual Tax Planning Tip: Use Donor-Advised Funds to Plan Charitable Donations
As individuals look for year-end planning opportunities to see benefits on their 2019 taxes, one…
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2019 Year-End Tax Planning for Businesses
All businesses seek to reduce costs, and year-end tax planning presents the chance for significant…
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2019 Year-End Tax Planning for Individuals
Paying your individual income taxes likely represents one of the largest outlays of the year,…
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2020 Inflation Adjustments and Tax Tables
The IRS has issued its annual inflation adjustments for more than 60 tax provisions. These…
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Partnership Recourse Liabilities and Disguised Sale Regulations
The IRS has released final regulations providing guidance for a partnership to allocate its liabilities…
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It’s Time to Review Your 401k Investment Lineup
As a retirement plan sponsor, you have a fiduciary responsibility to your employees to act…
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Simplifying the Taxation of Employees’ Personal Use of Company Vehicles
Personal use of a company vehicle generally results in taxable wages for the employee. But…
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The New Leasing Standard Is Delayed, But the Time to Prepare is Now
Although the FASB recently deferred the effective date of the new standard for private companies…
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Estate Planning Considerations for Business Owners
Regardless of whether your exit plan includes a transition to another owner or an acquisition…
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Four Financial KPIs to Measure Nonprofit Success
As a nonprofit leader, your sights are naturally focused on growth, fundraising and driving your…
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