Understanding the New Tax Code: Changes to the Federal Estate Tax
Don’t overlook securities laws when planning your estate
Make telecommuting work for your nonprofit
Home-related tax breaks are valuable on 2017 returns, will be less so for 2018
How to Attract and Retain Top Talent in the Nonprofit Sector
Defer tax with a Section 1031 exchange, but new limits apply this year
The pass-through provisions of the TCJA: The devil is in the details
Is your nonprofit’s board providing adequate fiscal oversight?
Casualty losses can provide a 2017 deduction, but rules tighten for 2018
Make sure repairs to tangible property were actually repairs before you deduct the cost
Feeling lucky? How to find a pot of gold in your financials
Keeping a trust a secret could violate state law
Spring cleaning: Review your nonprofit’s programs — and possibly replace some
Size of charitable deductions depends on many factors
Compensation Considerations for Senior Not-for-Profit Executives
Don’t forget: 2017 tax filing deadline for pass-through entities is March 15
How to classify shareholder advances
5 estate planning tips for the sandwich generation
It’s time for nonprofits to embrace the cloud
Home equity borrowers get good news from the IRS
Sec. 179 expensing provides small businesses tax savings on 2017 returns — and more savings in the future
What is job cost reporting?
A joint home purchase can ease estate tax liability
Boosting the matching gifts your nonprofit receives
Understanding the New Tax Code: Changes to the Alternative Minimum Tax
Tax deduction for moving costs: 2017 vs. 2018
Tax credit for hiring from certain “target groups” can provide substantial tax savings
For-profit vs. not-for-profit: Compare and contrast financial reporting goals
Understanding the New Tax Code: To Itemize or Not to Itemize?
Follow IRS rules to ensure you receive your charitable tax deductions
Making the most of your nonprofit’s internal audit function
Families with college students may save tax on their 2017 returns with one of these breaks
Small business owners: A SEP may give you one last 2017 tax and retirement saving opportunity
Fixed vs. variable costs: How to compute breakeven
Only certain trusts can own S corporation stock
Is your nonprofit ready to hire new staffers?
TCJA temporarily lowers medical expense deduction threshold
Claiming bonus depreciation on your 2017 tax return may be particularly beneficial
Auditing work in progress
If you made gifts last year, you may (or may not) need to file a gift tax return
How nonprofits can regain their tax-exempt status
State and local sales tax deduction remains, but subject to a new limit
2017 Nonprofit Industry Update Seminar Recap Part 3 of 3: Form 990: Understanding and Avoiding IRS Examination Triggers
2 tax credits just for small businesses may reduce your 2017 and 2018 tax bills
Unlock hidden cash from your balance sheet
Life insurance can be a powerful estate planning tool for nontaxable estates
Collaborating for a cause: Nonprofit alliances
Can you deduct home office expenses?
Meals, entertainment and transportation may cost businesses more under the TCJA
Footnote disclosures are critical to transparent financial reporting
Have you taken state estate taxes into account?
What nonprofits need to know about the new tax law
Your 2017 tax return may be your last chance to take the “manufacturers’ deduction”
Personal exemptions and standard deductions and tax credits, oh my!
2017 Nonprofit Industry Update Seminar Recap Part 2 of 3: Nonprofit Accounting Standards Update
How financial statements can be used to value private businesses
Tax Cuts and Jobs Act expands appeal of 529 plans in estate planning
Conflict-of-interest checklist for nonprofits
Don’t be a victim of tax identity theft: File your 2017 return early
2017 Nonprofit Industry Update Seminar Recap Part 1 of 3: Preventing, Detecting and Remediating Nonprofit Financial Fraud
New tax law gives pass-through businesses a valuable deduction
Income statement items warrant your auditor’s attention
Preserve wealth for yourself and your heirs using asset protection strategies
Don’t let donor fatigue erode support for your nonprofit
The TCJA temporarily expands bonus depreciation
Most individual tax rates go down under the TCJA
Got multiple locations? Expect auditors to keep a close eye on inventory
Which board structure is right for your nonprofit?
Tax Cuts and Jobs Act: Key provisions affecting estate planning
Tax Cuts and Jobs Act: Key provisions affecting individuals
Tax Cuts and Jobs Act: Key provisions affecting businesses
Properly planning for incapacity requires specific estate planning strategies
Member retention tips for nonprofits
401(k) retirement plan contribution limit increases for 2018; most other limits are stagnant
This year’s company holiday party is probably tax deductible, but next year’s may not be
How to Conduct a year-end risk assessment
Budget Basics for Nonprofit Board Members
Appointing the right trustee for your living trust provides peace of mind
How nonprofits can successfully execute a capital campaign
What you need to know about year-end charitable giving in 2017
Should you buy a business vehicle before year end?
5 common sources of substantive audit evidence
Address your pet in your estate plan using a pet trust
5 strategies for struggling nonprofits
7 last-minute tax-saving tips
2018 Q1 tax calendar: Key deadlines for businesses and other employers
Consider how tax reform would affect your financial statements
Who should be the guardian of your minor children?
Nonprofits: Get usable results when surveying constituents
Even if your income is high, your family may be able to benefit from the 0% long-term capital gains
Accrual-basis taxpayers: These year-end tips could save you tax
Tax reform and estate planning: What’s on the table
Do your financial statements contain hidden messages?
When does professional association management make sense?
You may need to add RMDs to your year-end to-do list
Will U.S. Tax Reform Affect Your Real Estate Investments?
Getting around the $25 deduction limit for business gifts
Demystifying the audit process
Make the holidays bright for you and your loved ones with annual exclusion gifts
Finding and keeping event sponsors
Why you may want to accelerate your property tax payment into 2017
Reduce your 2017 tax bill by buying business assets
How to prepare WIP reports for long-term contracts
Update your estate plan to reflect your second marriage
How nonprofits can maximize donors’ generosity around the holidays
Could the AMT boost your 2017 tax bill?
2017 might be your last chance to hire veterans and claim a tax credit
Boardroom and management diversity adds value
The write stuff: A letter of instructions
Dashboards can help nonprofit boards focus on critical goals
The ins and outs of tax on “income investments”
Research credit can offset a small business’s payroll taxes
A Charitable Remainder Trust Can Provide a Multitude of Benefits
4 questions to guide your prospective financial statements
5 simple steps to a better nonprofit budget
Retirement savings opportunity for the self-employed
How to maximize deductions for business real estate
A dynasty trust keeps on giving long into the future
Grants can help firm up your nonprofit's financial foundation
2 ACA taxes that may apply to your exec comp
Which tax-advantaged health account should be part of your benefits package?
How do your accounting estimates measure up?
Valuing and reporting gifts in kind and donated services
Who should own your life insurance policy?
Don’t ignore the Oct. 16 extended filing deadline just because you can’t pay your tax bill
Accelerate your retirement savings with a cash balance plan
Intellectual Property and Transfer Pricing Implications of Changing Global Taxation Policies
Strong internal controls help reduce restatements
A Crummey trust can preserve the annual gift tax exclusion
Are term limits right for your nonprofit’s board members?
“Bunching” medical expenses will be a tax-smart strategy for many in 2017
New Financial Reporting Standards for Nonprofits
Timing strategies could become more powerful in 2017, depending on what happens with tax reform
Tax law uncertainty requires an estate plan that can roll with the changes
Don’t let a crisis KO your nonprofit’s special event — plan ahead
Investors: Beware of the wash sale rule
2 ways spouse-owned businesses can reduce their self-employment tax bill
How effectively do you manage risk?
ABCs of HSAs: How an HSA can benefit your estate plan
Make endowment funding your nonprofit’s ally
Why you should boost your 401(k) contribution rate between now and year end
Should your business use per diem rates for travel reimbursement?
Charitable giving pièce de résistance: Artwork donations
Save more for college through the tax advantages of a 529 savings plan
2017 Q4 tax calendar: Key deadlines for businesses and other employers
GAAP vs. tax-basis reporting: Choosing the right model for your business
Use a giving day to raise money — and awareness — for your nonprofit
Tax planning critical when buying a business
Reasons to outsource payroll and obtain a service audit report
Estate tax relief for family businesses is available … in the form of a deferral
Prepare financial statements that will impress your nonprofit’s stakeholders
The ABCs of the tax deduction for educator expenses
Larger deduction might be available to businesses providing meals to their employees
Supplement your financial statements with timely flash reports
Have you properly funded your revocable trust?
How your nonprofit can avoid investment fraud
Yes, you can undo a Roth IRA conversion
Could captive insurance reduce health care costs and save your business taxes?
Credit loss standard: The new CECL model
Create a nonprofit executive search plan — before it becomes necessary
How to determine if you need to worry about estate taxes
Put your audit in reverse to save sales and use tax
FASB Proposes Improvements to Nonprofit Grant and Contribution Accounting
Close-up on cutoffs for reporting revenues and expenses
Beware the GST tax when transferring assets to grandchildren
Rev up retirement offerings with an NQDC plan
Is one of your nonprofit’s board members behaving badly?
Will Congress revive expired tax breaks?
Material participation key to deducting LLC and LLP losses
How Much is Artificial Intelligence Worth?
Use a noncharitable purpose trust to achieve a variety of goals
4 tough questions to ask before expanding to a new location
Reporting collaborative activities: A complex issue for nonprofits
A refresher on the ACA’s tax penalty on individuals without health insurance
6 ways to control your unemployment tax costs
Don’t overlook tax apportionment when planning your estate
Should your nonprofit accept digital currency donations?
Listening to your customers by tracking lost sales
3 midyear tax planning strategies for individuals
ESOPs offer businesses tax and other benefits
The stretch IRA: A simple yet powerful estate planning tool
Does your business have too much cash?
Nonprofits: Harness the power of the personal appeal
Nonqualified stock options demand tax planning attention
Look beyond EBITDA
3 midyear tax planning strategies for business
ABLE accounts can benefit loved ones with special needs
Make sure your company is prepared for any disaster
When does your nonprofit owe UBIT on investment income?
How to Effectively Navigate Intellectual Property Tax Planning
Own a vacation home? Adjusting rental vs. personal use might save taxes
All fringe benefits aren’t created equal for tax purposes
IRS simplifies procedure for obtaining extension to make portability election
Summer is a good time to start your 2017 tax planning and organize your tax records
Why your nonprofit must avoid excess benefit transactions
Fine-tuning your company’s compensation strategy
Respecting auditor independence
Keep real estate separate from your business’s corporate assets to save tax
Managing the risks of your nonprofit’s special events with insurance
Why business owners should regularly upgrade their accounting software
What might happen if a 15% business tax rate becomes law?
3 breaks for business charitable donations you may not know about
Leaving specific assets to specific heirs is an estate planning no-no
Seasonal business? Optimize your operating cycle
3 types of information your nonprofit’s board needs
Are income taxes taking a bite out of your trusts?
2017 Q3 tax calendar: Key deadlines for businesses and other employers
Pro forma compilations look at how an alternative course of action would have affected financials
Is now the time for a charitable lead trust?
You don’t have to take business insurance costs sitting down
Social impact bonds can fund nonprofit social services and offer other benefits
Pay attention to the details when selling investments
Dot the “i’s” and cross the “t’s” on loans between your business and its owners
Timeliness counts in financial reporting
Videotaping your will signing may not produce the desired outcome
Should your nonprofit take out a loan?
Business owners: Put your successor in a position to succeed
Choosing the best way to reimburse employee travel expenses
Are your retirement savings secure from creditors?
5 tips for successful nonprofit succession
A family bank professionalizes intrafamily lending
Could stronger governance benefit your business?
How nonprofit youth sports leagues can prevent fraud
A “back door” Roth IRA can benefit higher-income taxpayers
Business owners: When it comes to IRS audits, be prepared
Best Practices for Managing Nonprofit Finances
Real estate investor vs. professional: Why it matters
Hire your children to save taxes for your business and your family
Prepaid funeral plans may not provide peace of mind
Want to help your child (or grandchild) buy a home? Don’t wait!
Does your nonprofit’s board understand its fiduciary duties?
3 hot spots to look for your successor
Use pro formas to plot your route to success
Asset valuations and your estate plan go hand in hand
Get more from your association’s program budget
Enhance benefits’ perceived value with strong communication
Now’s a great time to purge old tax records
Do you know the tax implications of your C corp.’s buy-sell agreement?
Life insurance and an estate plan may not always mix well
Individual tax calendar: Key deadlines for the remainder of 2017
Navigating the New Markets Tax Credit Program
Look at your employees with cybersecurity in mind
5 accounting mistakes your nonprofit should avoid
A timely postmark on your tax return may not be enough to avoid late-filing penalties
What are the most tax-advantaged ways to reimburse employees’ education expenses?
Create a strong system of checks and balances
Be aware of the ins and outs of holding joint title to property
Saving tax with home-related deductions and exclusions
A refresher on tax-related ACA provisions affecting businesses
Financial Basics for a Nonprofit's Board
3 financial statements you should know
Will your favorite charity accept your donation?
Consider key person insurance as a succession plan safeguard
Victims of a disaster, fire or theft may be able to claim a casualty loss deduction
Direct tuition payments benefit your grandchild and your estate plan
Offer plan loans? Be sure to set a reasonable interest rate
Nonprofits and their staffers can save tax with an accountable plan
Who can — and who should — take the American Opportunity credit?
Make sure the IRS won’t consider your business to be a “hobby”
Getting your money’s worth out of a company retreat
Divorce necessitates an estate plan review
Why nonprofits need continuity plans
2016 IRA contributions — it’s not too late!
The Section 1031 exchange: Why it’s such a great tax planning tool
Keep family matters out of the public eye by avoiding probate
Listen and trust: The power of collaborative management
Does your nonprofit need to register in multiple states?
When an elderly parent might qualify as your dependent
Filing deadline rapidly approaching for flow-through entities
Cooking the books
Make health care decisions while you’re healthy
Don’t make hunches — crunch the numbers
Should your nonprofit outsource HR management?
When it comes to charitable deductions, all donations aren’t created equal
Deduct all of the mileage you’re entitled to — but not more
Can the WOTC save tax for your business?
Use an ILIT as a wealth preserver
What can a valuation expert do for your succession plan?
Make sure your nonprofit’s bylaws are on point
IFRS vs. GAAP: Some public companies want a choice
Transfer Pricing and Micro-Multinationals
What your nonprofit can learn from for-profit businesses
Envision your advisory board before you form it
Give your board members a break — and your nonprofit a boost
Put Email List Segmentation to Work for Your Nonprofit
Is your business committed to its cost-control regimen?
PTO banks: A smart HR solution for many companies
Are you ready for the new revenue recognition rules?
Using independent contractors? Protect your business with these tips
Time for a nonprofit internal controls check-up
An effective succession plan calls for decisive action
Entrepreneurs Coming to the US. What you don’t know about taxes can really hurt you!
The Benefits of 401(k) Plans for Startups.
The Often Complicated Tax Implications of Stock Options
Avoiding the US Sales Tax Trap
NJ Angel Investor Tax Credit Program
Can Your Company Cash in on the Modified R&D Tax Credit?
Tax Considerations for Start-Ups (Part 2)
Making UK Equity Plans Work for US Employees.
Are You Thinking of Doing Business in the US?
Bet Early. Win Big. Tax Plan Accordingly.
Transfer Pricing is Good.
Businesses Coming to the US. What you don’t know can cost your company plenty!
Corporate Structuring is Good
Year End Tax Planning Tips for Emerging Growth Companies
Take Advantage of Tax Incentives to Enhance Your ROI.
Can Founders Really Scale…or Not?
Play Smart Offense to take full advantage of tax benefits and increase current or future cash inflow
How to Employ a Sound Defense Against Tax Liability Risks
Raising Funds? Be Sure to Scrub Down the Term Sheet
Upcoming EventsMay 23, 2018
John D’Amico, Director in our Nonprofit, Government & Healthcare Group will serve as a featured speaker at the Connecticut Society of CPAs Governmental Accounting and Auditing Conference on May 23, 2018. He will address common deficiencies found in single audits and how governmental entities can avoid them.
View All Events