Considerations for planning to meet your philanthropic goals Qualified Charitable Distributions (QCD) are a valuable tax planning technique for individuals over age 70.5 to meet their philanthropic goals, utilizing a…
…for tax years beginning on or after January 1, 2025. This implies that the IRS is planning to issue final regulations of RMDs as provided for in the SECURE Act…
…to cover the additional closing costs as a result. In many cases, the interest expense savings outweigh the upfront cost of the points. If a taxpayer is planning on selling…
Valuing Volunteer Hours Assists Nonprofits with Compliance and Strategic Planning What is the value of a volunteer hour? According to a report by IndependentSector.org, a volunteer hour is worth just…
By now you have probably heard about the U.S. Department of Labor’s final ruling on thresholds for over overtime pay requirements. The new rules are effective January 1, 2020, and…
…planning, executive compensation and benefit programs, estate planning and administration, tax issues of non-profit organizations, and tax planning for businesses and their owners. Mike is actively involved in the Richmond…
…New Mexico, Oregon, and Washington, D.C., as well as XY Planning Network, an organization of financial planners working on a fee-for-service basis, and Ford Financial Solutions LLC, a registered investment…
Julie is responsible for the day-to-day operations, as well as overseeing the development, planning and execution of the Firm’s strategic plan and vision. She also manages the Firm’s information technology,…
Shana enjoys working closely with her clients and their team of legal and financial advisors to provide tax planning solutions that meet her clients’ specific needs and goals. Shana has…
…hardest hit. With the Federal Reserve’s protective measures and possible federal government stimulus packages, there will be business and tax planning opportunities to consider including business tax credits and low…
…accounting, assisting businesses and their owners with tax compliance as well as consulting and planning. Tom is a member of Keiter’s Healthcare team as well as the Family, Executive &…