Qualified Opportunity Zone Investments

Qualified Opportunity Zones (QOZs) provide a unique opportunity for taxpayers to invest in low-income communities while also offering significant tax benefits. QOZs were included in the 2017 Federal Tax Cuts…

Jayme Mika

…preservation organizations, and private education institutions. Her service specialties include Form 990 preparation, tax compliance, planning, consultation, and research. She is a member of Keiter’s not-for-profit industry team. Other areas…

Safeguard Your Personal and Financial Data

…familiar tax preparer or firm, asking for personal or financial information under the guise of assisting with tax preparation. While these phishing scams are becoming more sophisticated, making it harder…

Private Foundations vs. Donor-Advised Funds

…income tax filings, including payroll reporting should it have employees. What is a donor-advised fund? A DAF is an investment account established and funded by a taxpayer—controlled by a sponsoring…

Leanne M. Hassinger

…she specializes in multi-generational families involving complex individual taxation, with an emphasis on planning including trusts and gifting. In addition, Leanne has extensive experience with estate tax filings and is…