22 Minutes of Planning in 2022?
January 21, 2022
When the end of December rolls around, most people tend to take stock of the year. What has been accomplished?
Income Tax Planning When Tax Provisions Keep Changing
January 13, 2022
The Tax Cuts and Jobs Act of 2017 (TCJA) brought in the most sweeping changes in federal tax law in
Plan Ahead for Reduction in Estate and Gift Tax Exemptions
December 10, 2021
The estate tax exemption level is a political football tossed around every time a new major round of government spending
Gift Card Management: Franchise Accounting and Cash Flow Issues
December 1, 2021
Gift card sales represent a huge revenue opportunity, but also a potential franchise accounting headache. When a card is purchased,
Decisions, Decisions: Aligning Endowment Investments to Your Mission
November 17, 2021
These days, money is flowing to organizations that are fighting the good fight to make the world safer, more just
Unprecedented Charitable Gifting Opportunity—With a Hard Deadline
October 26, 2021
As part of your charitable gifting strategies this year, the CARES Act and subsequent Consolidated Appropriations Act of 2021 have
