Archive for September, 2016

Tax Alert- Get 2 tax benefits from 1 donation: Give appreciated stock instead of cash

If you’re charitably inclined, making donations is probably one of your key year-end tax planning strategies. But if you typically give cash, you may want to consider another option that provides not just one but

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Posted In: Alerts & Advisories

Tax Alert- Prepaid tuition vs. college savings: Which type of 529 plan is better?

Section 529 plans provide a tax-advantaged way to help pay for college expenses. Here are just a few of the benefits: Although contributions aren’t deductible for federal purposes, plan assets can grow tax-deferred. Some states

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Posted In: Alerts & Advisories

Quarterly Healthcare Advisory

Use templates to monitor financial performance To make effective management decisions, practice leaders must have access to up-to-date, comparative information about their finances. A variety of report templates can help them aggregate key data to

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Posted In: Alerts & Advisories

Marc Bello to Present at NACVA’s Business Valuation and Healthcare Valuation Conference

Partner Marc Bello will present on September 19th and 20th at NACVA’s Business Valuation and Healthcare Valuation Conference in Washington DC.  On Monday, September 19th he’ll provide a Current Update in Valuations.  On Tuesday, September

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Posted In: Alerts & Advisories, Events

September 2016 Nonprofit Newsletter

This month’s newsletter includes the following: FASB Issues New Guidance on Nonprofit Financial Statements IRS Cuts Fees for 1023-EZ Filers Read the entire newsletter here.

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Posted In: Alerts & Advisories

Tax Alert- Documentation is the key to business expense deductions

If you have incomplete or missing records and get audited by the IRS, your business will likely lose out on valuable deductions. Here are two recent U.S. Tax Court cases that help illustrate the rules

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Posted In: Alerts & Advisories