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Charitable Impact with Donor-Advised Funds in Estate Planning

Charitable Impact with Donor-Advised Funds in Estate Planning

Explore how donor-advised funds (DAFs) can enhance your estate planning by seamlessly integrating philanthropy into your legacy. This article delves into the benefits, setup, and strategic advantages of DAFs, offering insights on how they ensure charitable impact and reflect your personal values beyond your lifetime. Discover how to align your financial goals with your philanthropic mission through this powerful giving tool.
Audit Ready: Ensuring Compliance with Employee Benefit Plans

Audit Ready: Ensuring Compliance with Employee Benefit Plans

Navigating the complexities of employee benefit plan audits is crucial for safeguarding both employee futures and organizational integrity. The article explores why compliance is more than just adhering to IRS guidelines—it’s about creating a transparent, accountable environment that protects against potential legal pitfalls and builds trust among employees. Discover how being "audit ready" year-round can enhance your organization's reputation and operational efficiency.
Address Changes and IRS Notifications: What Every Taxpayer Needs to Know

Address Changes and IRS Notifications: What Every Taxpayer Needs to Know

Moving to a new home? Don't forget to update your address with the IRS to avoid missing vital tax communications that could lead to penalties and stress. This article delves into the importance of notifying the IRS, the risks of oversight, and simple ways to keep your records current, ensuring you stay informed and protected.
Essential Steps for Employers to Prepare for Weather Emergencies

Essential Steps for Employers to Prepare for Weather Emergencies

Weather emergencies can surprise employers, leading to rash policies that might harm morale and invite legal issues. This article outlines strategies for proactive planning around workplace safety, pay obligations, and remote work to help protect employees and maintain operations during severe weather. Discover how clear protocols and robust communication can ensure both compliance and confidence in your team.
Streamlining lease accounting

Streamlining lease accounting

Streamline lease accounting with tech-driven workflows, outsourcing, and compliance strategies for cost savings and efficiency.
Virtual Health Care Day series: Transform your tomorrow by building risk resilience

Virtual Health Care Day series: Transform your tomorrow by building risk resilience

The next event in our Virtual Health Care Day series explores essential strategies for building risk resilience—addressing operational, technological, regulatory and enterprise risks that affect the industry.
Grant Funding Uncertainties: Making Sense of Federal Grant Freezes and Executive Orders Under the New Administration

Grant Funding Uncertainties: Making Sense of Federal Grant Freezes and Executive Orders Under the New Administration

As the federal government continues to realign funding priorities, nonprofit organizations, government entities, and other entities receiving federal funds, such as healthcare, higher education, and other entities, must remain diligent in tracking changes to compliance requirements and funding restrictions. Executive orders issued in 2025 have resulted in notable shifts, particularly in funding eligibility, permissible activities, and reporting obligations.
US rejects OECD global tax deal, raising policy questions

US rejects OECD global tax deal, raising policy questions

RSM explains the implications of President Trump's executive orders repudiating the U.S.' commitment to the OECD Pillar Two framework.
AICPA updates practice aid relating to digital assets

AICPA updates practice aid relating to digital assets

The AICPA has updated its guidance on recognition, classification and measurement of digital assets.
SEC rescinds SAB 121

SEC rescinds SAB 121

The SEC has changed its guidance on accounting for obligations to safeguard crypto-assets that an entity holds for its platform users.
Final foreign currency regulations

Final foreign currency regulations

Treasury and the IRS have released final regulations regarding the taxable income or loss of a taxpayer with respect to a QBU subject to section 987.
Human-centered strategies for generative AI in the classroom

Human-centered strategies for generative AI in the classroom

There are many human-centered strategies for using generative AI in the classroom. Educators can leverage AI as a tool that enhances students' learning experiences
Market minute: The problem of sticky and stubborn inflation

Market minute: The problem of sticky and stubborn inflation

While housing inflation is easing, owners' equivalent rent remains one of the two major catalysts for rising cost pressures on American households.
Estate Planning Q&A: Plan for estate tax and GSTT liquidity

Estate Planning Q&A: Plan for estate tax and GSTT liquidity

Estate taxes are due 9 months after death. Does your estate plan leave your family with enough cash to pay them? We can help you plan now.
U.S. Department of Labor proposes rules for ESOP transactions

U.S. Department of Labor proposes rules for ESOP transactions

Adequate consideration regulations proposed by the U.S. Department of Labor are short lived given their withdrawal by the Trump administration.
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