Keiter Announcement of New Partner Promotion

…with Keiter’s estates and trusts practice. She has participated with our tax quality control team, cryptocurrency team, and the tax education committee. She is a leader in the Family, Executive…

Nonprofit Accounting: Fundraising Reminders

…cost of getting people to attend the event and donate, and can include solicitations, advertising, and fees for a professional fundraiser. Event recordkeeping for organizations exempt from income tax under…

Brittany Raecke

Brittany 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. Brittany is…

IRS Delays RMD Rules for Inherited IRAs Again

…eligible for tax free rollover treatment since the custodian classified distributions as RMDs. Notice 2023-54 offers transitional relief for taxpayers in this situation by extending the 60-day rollover period to…

Staff Spotlight: Paul Staples

…the Tax and Audit departments during his Summer Internship. This positive experience culminated in a Tax Busy Season internship during his final undergraduate semester, followed by a full-time offer from…

Julie H. Gustavsson

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,…