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Keeping a trust a secret could violate state law

If your estate plan includes one or more trusts, you may have a good reason for wanting to keep them a secret.

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New Tax Refund Scam

A new tax identity theft scam has popped up in 2018.

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Spring cleaning: Review your nonprofit’s programs — and possibly replace some

Has your not-for-profit’s program lineup remained unchanged for at least a couple of years?

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7 ways to prepare your business for sale

For some business owners, succession planning is a complex and delicate matter involving family members and a long, gradual transition out of the c

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2017 tax filing deadline for pass-through entities is March 15

When it comes to income tax returns, April 15 (actually April 17 this year, because of a weekend and a Washington, D.C., holiday) isn’t the only de

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5 estate planning tips for the sandwich generation

The “sandwich generation” accounts for a large segment of the population.

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It’s time for nonprofits to embrace the cloud

Cloud computing promises lower technology costs and greater efficiency and productivity.

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It’s time to get more creative with retirement benefits communications

Employees tend not to fully appreciate or use their retirement benefits unless their employer communicates with them about the plan clearly and reg

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What’s your mileage deduction?

Individuals can deduct some vehicle-related expenses in certain circumstances.

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Sec. 179 expensing provides small businesses tax savings on 2017 returns — and more savings in the fut

If you purchased qualifying property by December 31, 2017, you may be able to take advantage of Section 179 expensing on your 2017 tax return.

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What is job cost reporting?

Custom jobs require ongoing supervision to achieve the best financial results.

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Boosting the matching gifts your nonprofit receives

Corporate matching can double the value of donors’ gifts — a bonus no not-for-profit organization can afford to pass up.

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