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Recent Updates

Board independence is about more than avoiding conflicts of interest

Oct 10 in Nonprofit Updates

Are your not-for-profit’s board members independent? Your immediate response is probably, “of course.” But contrary to what many nonprofit leaders and staffers might think, director independence goes beyond avoiding conflicts of interest. In fact, the IRS has a four-part definition of independence. If a majority of your organization’s board members don’t meet all four criteria, ... Read More ›

Unlock your child’s potential by investing in a 529 plan

Oct 09 in Tax Info

If you have a child or grandchild planning to attend college, you’ve probably heard about qualified tuition programs, also known as 529 plans. These plans, named for the Internal Revenue Code section that provides for them, allow prepayment of higher education costs on a tax-favored basis.

There are two types of programs:

Prepaid plans, which allow you to ... Read More ›

Taxes take center stage in the 2024 presidential campaign

Sep 30 in Individual Tax Alerts, Tax Info

Early voting for the 2024 election has already kicked off in some states, but voters are still seeking additional information on the candidates’ platforms, including their tax proposals. The details can be hard to come by — and additional proposals continue to emerge from the candidates. Here’s a breakdown of some of the most notable ... Read More ›

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