There’s no shortage of online do-it-yourself (DIY) tools that promise to help you create an ‘estate plan.’ But while these tools can generate wills, trusts, and other documents relatively cheaply,
When a company’s leadership engages in strategic planning, growing the business is typically at the top of the agenda. This is as it should be — ambition is part of
Religious congregations usually enjoy greater protection from federal government oversight than other non-profit organizations. For example, the IRS can’t conduct a ‘church tax inquiry’ unless a high-level Treasury Department official
Mitigating the adverse effects of climate change is one of the primary targets of the recently enacted Inflation Reduction Act (IRA). To that end, the legislation is packed with tax
Thousands of finance employees suddenly found themselves working from home during the pandemic. In some cases, this meant turning to personal devices to access their work email, handle documents, and
Are you feeling generous at year end? Taxpayers can transfer substantial amounts free of gift taxes to their children or other recipients each year through the proper use of the
Business valuation professionals who serve as expert witnesses in court face two daunting tasks: First, they must capture the attention of a judge or jury. Then, they need to make
Businesses can provide benefits to employees that don’t cost them much or anything at all. However, in some cases, employees may have to pay tax on the value of these
What do you do with your financial statements when your auditor delivers them? Resist the temptation to just file them away — they’re more than an exercise in compliance. With
Employers have encountered significant challenges in managing their workforces over the last few years. The onset of the pandemic saw many organizations downsizing suddenly and severely. More recently, during “the
