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Estate Planning Q&A: Charitable split interest trusts explained

Estate Planning Q&A: Charitable split interest trusts explained

Key differences, benefits, and strategic uses of charitable split interest trusts (CLAT, CLUT, CRAT, CRUT, NIMCRUT, FLIPCRUT and more).
Vasquez + Company 2025 Government & Nonprofit Accounting Updates Seminar

Vasquez + Company 2025 Government & Nonprofit Accounting Updates Seminar

Join industry leaders, accounting professionals, and your peers for a full day of insights, networking, and CPE credit—all at no cost to attendees. This complimentary seminar will feature expert-led sessions on the latest developments in government and nonprofit accounting. Attendees will also enjoy a sponsored lunch, covered parking, and a networking cocktail reception to wrap up the day.
Safeguarding nonprofits: Essential strategies for managing vendor risks

Safeguarding nonprofits: Essential strategies for managing vendor risks

Nonprofits rely on third-party vendors for essential services, but organizations need effective strategies for managing vendor risks
Maximizing impact: The role of nonprofit-focused business application solutions

Maximizing impact: The role of nonprofit-focused business application solutions

Nonprofit-focused business application solutions are essential tools for organizations to maximize impact, streamline operations and enhance transparency.
Navigating the Complex World of Bad Debt Loss Tax Deductions

Navigating the Complex World of Bad Debt Loss Tax Deductions

Navigating bad debt losses can be challenging for individual taxpayers and business owners, but strategic tax planning can mitigate the financial impact. This article explores critical steps like identifying bona fide debts, the differences between business and nonbusiness classifications, and the importance of meticulous record-keeping. Stay informed about the latest legislative changes and learn how professional guidance can help secure favorable tax treatment.
Maximize Your Retirement Savings: Understanding 401(k) Catch-Up Contributions

Maximize Your Retirement Savings: Understanding 401(k) Catch-Up Contributions

Discover how catch-up contributions can significantly boost your retirement savings as you approach the golden years. With new legislation like the SECURE 2.0 Act introducing unprecedented opportunities, understanding these provisions can empower you to close any financial gaps and ensure a more secure and fulfilling retirement. Dive into the evolving retirement landscape and equip yourself to maximize your financial future.
Why Filing a Gift Tax Return Might Be in Your Best Interest

Why Filing a Gift Tax Return Might Be in Your Best Interest

Understanding when and why to file a gift tax return can protect your financial legacy and prevent future complications with the IRS. Filing Form 709—even when no tax is owed—offers significant advantages, including meeting adequate disclosure requirements that limit the IRS's window to evaluate your gift. Learn how proactive tax planning can safeguard your wealth and bring peace of mind.
The Importance of Due Diligence in the Crypto Investment Landscape

The Importance of Due Diligence in the Crypto Investment Landscape

The world of cryptocurrency is booming but navigating it requires more than just excitement over potential profits. This article delves into the advanced fraud tactics plaguing the market, providing essential tips for conducting due diligence and recognizing red flags. Equip yourself with knowledge and vigilance to safeguard your investments in an ever-evolving digital landscape.
Strategies to Student Loan Debt: A Comprehensive Guide

Strategies to Student Loan Debt: A Comprehensive Guide

Student loans can open doors to education but also lead to financial strain. Discover how strategic planning, employer assistance, and effective repayment strategies can help you manage debt and gain financial stability. Dive into this guide to make informed decisions and lay the groundwork for a secure future.
The Tax Advantages of Employing Relatives: A Guide for Businesses

The Tax Advantages of Employing Relatives: A Guide for Businesses

Hiring family members can bring significant tax benefits and unique learning opportunities for small business owners. By employing relatives, particularly children, you might enjoy payroll tax exemptions, income tax breaks, and even pave the way for their future financial security with Roth IRAs. Discover how these rewarding arrangements can strengthen your business and family ties.
Bridging Language Gaps: Effective Communication of Employee Benefits

Bridging Language Gaps: Effective Communication of Employee Benefits

Effectively communicating employee benefits across language barriers is crucial for fostering an inclusive and efficient workplace. This article explores legal obligations under ERISA and offers strategies for ensuring that all employees, regardless of their language proficiency, fully understand and utilize their benefits, enhancing trust and productivity within the organization.
Understanding the Role of Employer Funding in HSA Growth

Understanding the Role of Employer Funding in HSA Growth

Employer contributions play a crucial role in the growth of health savings accounts (HSAs), helping employees rapidly build tax-advantaged financial reserves for medical expenses. By consistently funding HSAs, employers not only boost employee participation in high deductible health plans but also enhance financial security and reduce healthcare-related stress. Discover how these contributions and other factors contribute to the success of HSAs in our latest article.
Retirement Plan Audits: Avoid Unwelcome Federal Scrutiny

Retirement Plan Audits: Avoid Unwelcome Federal Scrutiny

Conducting proactive retirement plan audits is crucial for avoiding unwelcome regulatory scrutiny and penalties. This article highlights common vulnerabilities, such as the timing of contribution deposits and worker classification issues, while emphasizing the importance of self-audits to ensure compliance. Discover strategies to protect your organization and its plan participants effectively.
State income tax law changes for the first quarter of 2025

State income tax law changes for the first quarter of 2025

State and local income tax updates enacted during the quarter ending March 31, 2025, which may impact current and deferred tax provisions.
Estate planning Q&A: Irrevocable Life Insurance Trusts explained

Estate planning Q&A: Irrevocable Life Insurance Trusts explained

Reduce estate taxes? Consider an ILIT to remove life insurance from your taxable estate
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