Blog2022-08-08T15:34:58-06:00

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Charitable Giving Can Reduce Your Taxable Estate and Fulfill Your Legacy

The novel coronavirus (COVID-19) pandemic and the resulting economic fallout is dealing a crushing blow to charitable organizations. Indeed, during a time when food banks, disaster relief and other nonprofit services are needed most by the public, their funding is suffering due to cancelled fundraising events and other factors. If

April 21st, 2020|

Financial Statements Can Help During COVID-19

The economic fallout from the coronavirus (COVID-19) pandemic has forced business owners to reevaluate their operations and make difficult decisions. One place to look for the information you need to make rational, reasonable moves is your financial statements. Under U.S. Generally Accepted Accounting Principles, these typically comprise a statement of

April 21st, 2020|

COVID-19 Webinar Series for Businesses and Employers

Federal and state agencies are continually updating COVID-19 resources and directives for businesses and employers. We know it can be difficult and confusing staying up on the constant changes. Here are some recently recorded webinars we co-hosted with Autopaychecks, Michael Santo, and Timberline Bank you may find helpful. CARES Act

April 15th, 2020|

CARES Act: Retirement Plan and Charitable Contribution Rule Changes

The Coronavirus Aid, Relief, and Economic Security (CARES) Act contains a variety of relief, notably the “economic impact payments” that will be made to people under a certain income threshold. But the law also makes some changes to retirement plan rules and provides a new tax break for some people

April 7th, 2020|
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