Category: Insights

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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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Inflation Rates and Tax Tables
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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