Archive for August, 2015

Quarterly Healthcare Advisory

Choose malpractice coverage wisely All physicians must have malpractice insurance. But all policies aren’t alike. It’s critical to choose one that fits the practice’s needs. Otherwise, the practice could find itself in a tenuous financial

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Posted In: Alerts & Advisories

Tax Alert- What you need to know before donating collectibles

If you’re a collector, donating from your collection instead of your bank account or investment portfolio can be tax-smart. When you donate appreciated property rather than selling it, you avoid the capital gains tax you

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Posted In: Alerts & Advisories

August 2015 Nonprofit Newsletter

This month’s newsletter includes the following: FASB Proposal May Mean Big Changes for Nonprofits New Revenue Recognition Model to Affect Nonprofits The Affordable Care Act is Here to Stay: What Nonprofits Need to Know Read

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Posted In: Alerts & Advisories

Tax Alert- Teens in your family with summer jobs? Set up IRAs for them!

Teenagers’ retirement may seem too far off to warrant saving now, but IRAs can be perfect for teens precisely because they’ll likely have many years to let their accounts grow tax-deferred or tax-free. The 2015

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Posted In: Alerts & Advisories

Tax Alert- Act soon if you want to help your child buy a home

Mortgage interest rates are still at historically low levels, but they’re expected to go up by year end. So if you’ve been thinking about helping your child — or grandchild — buy a home, consider

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Posted In: Alerts & Advisories

Stock Options—a Golden Ticket?

In his recently published Xconomy.com article, Partner Scott Kaplowitch asks, “When is a stock option a golden ticket, when is it of no consequence, and when is it a losing proposition? These are important questions for people

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Posted In: Articles