Year: 2017
Avoiding The 10% Early Distribution Penalty on IRA Withdrawals
October 12, 2017
Stashing away the maximum amount into your IRA each year is retirement planning rule 101.
A Framework For Fixing Our Broken Tax Code
September 28, 2017
On September 27th, the Trump Administration, along with the House Ways and Means Committee and the Senate Committee on Finance released a unified framework for fixing our tax system.
An Introduction to Generation-Skipping Transfer (GST) Tax
August 23, 2017
When most people think about what will happen to their assets after they’ve passed, they envision everything going first to their spouse and then to their children.
Do you have a first time college bound student? Learn more about the American Opportunity Tax Credit now as an upcoming tax strategy.
August 10, 2017
Are you the proud parent of a recent high school graduate? Are you preparing for your son or daughter’s college move-in day?
Agreed-Upon Procedures and Other Non-Traditional CPA Engagements
August 08, 2017
Most government and nonprofit finance officers, executives, and board members are very familiar with the annual accounting or audit services they receive from their CPA firm (practitioner).
Voluntary Health and Welfare Organizations – What are They and Why is Their Distinction Important?
August 01, 2017
There are more than 25 types of tax-exempt organizations classified under 501(c) of the Internal Revenue Code.
Changing Jobs? Are You Forgetting Something?
July 27, 2017
We live in an ever changing world. Some areas which will most likely change many times during your lifetime include your car, job, the place where you live, your hobbies, your relationships with others, and even the organizations you associate with.
A Committee to Review Delaware Grant-In-Aid Requests Could Be Coming Soon
July 14, 2017
On June 23, 2017 House Bill (HB) 260 was assigned to the House Administration Committee.
The Power of Suggestion in Charitable Giving
June 27, 2017
The power of suggestion is everywhere and studies have shown that our expectations of others affect how they perform.