An annual estate plan checkup is critical to the health of your estate plan. Because various exclusion, exemption and deduction amounts are adjusted for inflation, they can change from year to year, impacting your plan. Click here to learn more.
Understanding what motivates donors and how their motivations vary across demographic groups can help your not-for-profit more effectively reach and engage potential supporters. Click here for more details.
If your company finds itself headed to court looking to recover lost profits, diminished business value or both, it’s important to know how the damages might be determined. When financial experts calculate economic damages, they generally rely on the following methods.
If your son or daughter currently is home from college on winter break, now is a good time to sit down and discuss a few estate planning documents he or she should have at this stage of life. Here are a few tips.
Most not-for-profit organizations can’t afford to lose precious financial resources, so you need to do whatever possible to minimize accounting and tax mistakes. Get started by considering the following five questions.
To effectively prevent financial and other critical mistakes, make sure your religious congregation complies with IRS rules and federal and state laws. In particular, pay attention to these key factors.
As the year winds to a close, most businesses see employees taking a lot of vacation time. Fortunately, there’s a way to reduce the year-end PTO vortex without having to allow unlimited rollovers: a PTO contribution arrangement.
Many organizations take the pulse of their membership with regular surveys but fail to conduct them strategically — and end up with useless information. Maximize your next survey’s effectiveness by focusing on these 5 objectives.
Those who run family-owned businesses often underestimate the need for a succession plan. It’s important for you, as a family business owner, to create a formal succession plan — and to communicate it well before it’s needed. Click here to learn more!