Celebrating 40 Years of Serving Our Communities Since 1978, Keiter has focused on serving Richmond’s not-for-profit organizations as advisors and supporters. Our team takes active roles in community organizations, not…
How Homebuyers Can Leverage Mortgage Points to Fight Inflation 2022 has brought many financial challenges to taxpayers. Inflation is at a 40-year high and the Federal Reserve has made aggressive…
…impacted by the pandemic, the economic downturn, and other challenges. This year, Keiter is making a special monetary contribution to two nonprofit organizations that help to support children adversely impacted…
…to cover payroll and is available to for-profit business. Loan payments will be paid out over six months. Repayment of the no-interest loans may be deferred for six months, and…
Note: Important Change as of November 2021 The Department of Defense announced a major overhaul to the Cybersecurity Maturity Model Certification (CMMC) program. No new contracts will feature CMMC compliance…
What Financial Service Firms Need to Know in Applying ASU No. 2019-12 In line with recent simplification efforts in December 2019, the FASB issued ASU 2019-12: Income Tax Simplification. The…
Download Your Checklist for IRS Reporting Help your non-profit fundraising event meet IRS compliance and reporting requirements. This customizable list can be tailored to your organization’s specific needs….
…for clients in compliance with Rule 206(4)-2 and Rule 204-2(b) of the Investment Advisors Act of 1940. Mary Margaret is a member of the Financial Services and Not-for-Profit industry teams….
Overview of 401(k), 403(b), and profit sharing plan forfeitures For many retirement plans, January 1 is the start of a new plan year and a great time to review the…
…Keiter’s not-for-profit niche group for the past 10 years, she works closely with foundations that manage large endowments and community grantmaking, bringing her investment knowledge to the unique accounting needs…
November 2023: This information has been updated based on new information. Read our most recent charitable giving yead-end tax planning insights. Leverage Charitable Giving to Reduce Your Tax Liability As…