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QTIP Trust: A Strange Name, But Powerful Trust

Certainly, the term “QTIP trust” may sound unconventional when discussing estate planning techniques. However, it can prove to be a valuable strategy, particularly if you find yourself in a second

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Glean Insightful Information With Interim Financial Reporting

Many business owners think of financial reporting as a strictly year-end financial statement. And while properly prepared financial statements generated at least once a year are critical, utilizing other types

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Reimburse Expenses With An Accountable Plan To Reduce Taxes

If you’re seeking an affordable method to attract and retain staff members without straining your non-profit’s finances, you might want to explore the option of implementing an accountable plan. This

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How Do Business Valuation Professionals Estimate Reasonable Compensation?

An issue that comes into consideration in times of divorce, shareholder disputes, and tax cases is reasonable compensation. And when valuators value a business, it’s also a common financial statement

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Start Planning Now For Year-End Gifts With The Gift Tax Annual Exclusion

Labor Day has passed, and the holidays will be here soon. It’s a time when many people consider gifting cash or stocks to their loved ones. By strategically using the

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Update: The 2023 Inflation-Adjusted Tax Rules For Depreciating Business Assets

The Tax Cuts and Jobs Act introduced more lenient regulations for depreciating business assets. However, the amounts change each year due to inflation adjustments, and due to high inflation, the

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Employers Struggle With Post-Pandemic Return-To-Office Programs

The initial year of the pandemic had many people speculating about the long-term consequences created by a significant portion of the workforce operating remotely. Fast forward to now where we’re

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The Three Components Of A Comprehensive Financial Statement

Financial statements help to ensure transparency and accountability and provide investors and stakeholders with information about an organization’s financial performance. However, they also can be used internally by management to

The Power of Portability In Estate Planning For Married Couples

Portability is a valuable strategy for reducing federal gift and estate taxes, which enables a surviving spouse to use the unused portion of their deceased spouse’s gift and estate tax

Commit To Fundraising Year-Round

If most of your non-profit’s fundraising energy is focused on the holiday season and year end, it makes sense given that 26% of charitable giving to non-profits happens in December,