News & Resources

This year’s stock market volatility can be unnerving, but if you have a traditional IRA, this volatility may provide a valuable opportunity: It can allow you to convert your traditional IRA to a Roth IRA

Compensating providers for the value of their work It’s hard to miss news reports discussing the shift in the basis for provider reimbursements from “volume” to “value.” Public (Medicare and Medicaid) and private payers are

Although the kids might still be in school for a few more weeks, summer day camp is rapidly approaching for many families. If yours is among them, did you know that sending your child to

This month’s newsletter includes the following: 10 Steps to a Successful Audit Satisfying Personal Pledges Through Donor Advised Funds and Private Foundations Bill Introduced that Enhances Giving Incentives New Regulations Issued for Program Related Investments

By investing in qualified small business (QSB) stock, you can diversify your portfolio and enjoy two valuable tax benefits: 1. Tax-free gain rollovers. If within 60 days of selling QSB stock you buy other QSB

Now that the April 18 income tax filing deadline has passed, it may be tempting to set aside any thought of taxes until year end is approaching. But don’t succumb. For maximum tax savings, now

If you suffer damage to your home or personal property, you may be able to deduct these “casualty” losses on your federal income tax return. A casualty is a sudden, unexpected or unusual event, such

This month’s newsletter includes the following: ‘Tis The Gala Season: Factors to take into consideration as you plan your nonprofit’s flagship event. Private Foundations: Museum operations 2017 Fiscal Budget Philanthropy Roundtable Opposition What Are Nonprofit

If your 2015 tax liability is higher than you’d hoped and you’re ready to transfer some assets to your loved ones, now may be the time to get started. Giving away assets will, of course,