Category: News

Year-end giving to charity or loved ones

  The holiday season is here and many people plan to donate to their favorite charities or give money or assets to their loved ones before >>

Instill family values with a FAST

You create an estate plan to meet technical objectives, such as minimizing gift and estate taxes. But it’s also important to consider “softer,” yet equally critical, >>

The audit is over. Now what?

  Whew! That’s probably your reaction when outside experts announce that their audit of your not-for-profit is complete. But even if auditors have left your premises >>