All too frequently, high-net worth individuals that have engaged an estate planner have been presented various gifting strategies designed to reduce their
UBI 101: IRS Releases Updated Primer on Unrelated Business Income
The Internal Revenue Service (IRS) continues to focus on unrelated business activities during its audits of not-for-profit organizations. Unrelated business
2014 Form 990 Schedule B Instructions Clearly Address Use of the Special Rule
In January, 2014, we published an article addressing the use of the special rule for reporting contributions on Schedule B, Schedule of Contributors, of
The FICA Tip Tax Credit Available to Restaurant Owners
As our favorite time of the year is currently upon us (yes, tax season!), it is a good time to remind restaurant owners of the tax credit due to them that
IRS Issues Transition Relief for Work Opportunity Tax Credit (WOTC) for 2014
On February 19, 2015, the Internal Revenue Service (IRS) issued Notice 2015-13, which provides transition relief for employers that are claiming the Work
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Our goal is to provide compelling and relevant content that is specific to the business matters most important to you and your organization. Feel free to sign up for one or all of the sessions via the link below. Once registered, you will receive an individual login link for each session.
Tuesday, December 5, 2023 | 9:00 AM | Tax Update (3 CPE Hours)
Thursday, December 7, 2023 | 1:00 PM | Consulting, Technology and Advisory
(3 CPE Hours)
Tuesday, December 12, 2023 | 9:00 AM | Audit Update (2.5 CPE Hours)
Thursday, December 14, 2023 | 1:00 PM | Wealth Management and Retirement Planning Matters (3 CPE Hours)