News & Resources

There’s a lot to think about when you change jobs, and it’s easy for a 401(k) or other employer-sponsored retirement plan to get lost in the shuffle. But to keep building tax-deferred savings, it’s important

If you’re charitably inclined, making donations is probably one of your key year-end tax planning strategies. But if you typically give cash, you may want to consider another option that provides not just one but

Section 529 plans provide a tax-advantaged way to help pay for college expenses. Here are just a few of the benefits: Although contributions aren’t deductible for federal purposes, plan assets can grow tax-deferred. Some states

Use templates to monitor financial performance To make effective management decisions, practice leaders must have access to up-to-date, comparative information about their finances. A variety of report templates can help them aggregate key data to

Partner Marc Bello will present on September 19th and 20th at NACVA’s Business Valuation and Healthcare Valuation Conference in Washington DC.  On Monday, September 19th he’ll provide a Current Update in Valuations.  On Tuesday, September

This month’s newsletter includes the following: FASB Issues New Guidance on Nonprofit Financial Statements IRS Cuts Fees for 1023-EZ Filers Read the entire newsletter here.

If you have incomplete or missing records and get audited by the IRS, your business will likely lose out on valuable deductions. Here are two recent U.S. Tax Court cases that help illustrate the rules

IRS Approves Form 990 6-month automatic extension Effective for organizations with a December 31, 2016 year end and later, the IRS will now grant an automatic 6-month extension for Form 990 filings.  For these calendar year