News & Resources

By purchasing stock in certain small businesses, you can not only diversify your portfolio but also enjoy preferential tax treatment. And under a provision of the tax extenders act signed into law this past December

For the last several years, taxpayers have been allowed to take an itemized deduction for state and local sales taxes in lieu of state and local income taxes. This break can be valuable to those

Tips on how to engage your patients Patient engagement has always been considered a desirable feature of physician practices and healthcare organizations. Today, it’s become quite vital to business success in the delivery of care.

The Protecting Americans from Tax Hikes Act of 2015 (PATH Act) extended a wide variety of tax breaks, in some cases making them permanent. Extended breaks include many tax credits — which are particularly valuable

Retirement plan contribution limits are indexed for inflation, but with inflation remaining low, the limits remain unchanged for 2016: Type of limit 2016 limit Elective deferrals to 401(k), 403(b), 457(b)(2) and 457(c)(1) plans $18,000 Contributions

New Social Security rules will have a significant impact on when couples decide to start claiming their Social Security benefits. Financial planners and tax advisors were taken by surprise with the elimination of two popular

On December 18, the Senate passed — and the President signed into law — the Protecting Americans from Tax Hikes Act of 2015 (PATH Act), which the House had passed on December 17. The act

We are happy to announce the promotion of five of our managers to principal.  These individuals are dedicated, hard-working, leaders whom we are excited to welcome to the principal level.  Congratulations to Bob, Mike, Greg, Kate,

This month’s newsletter includes the following: Preventing and detecting fraud at not-for-profits The Crowdfunding Phenomenon Philanthropy’s 2015 Buzzwords The Largest U.S. Charities For 2015 Read the entire newsletter.

After you reach age 70½, you must take annual required minimum distributions (RMDs) from your IRAs (except Roth IRAs) and, generally, from your defined contribution plans (such as 401(k) plans). You also could be required