Developing and Maintaining a Nonprofit Planned Giving Program
Posted by Zoe Gilman, Supervising Senior, Assurance Department on Mar 15, 2022
LGT's Profit Sense
2021 Tax Return Prep: Child Tax Credits & Economic Impact Payment Letters
Posted by Mitch Frey on Feb 14, 2022
If you received either an advance payment of the child tax credit or an economic impact payment (commonly referred to as a “stimulus check” or “recovery rebate”) during 2021, you should receive a...
What You Need to Know About the Market in 2022
Posted by Miller Bentley, Financial Advisor on Feb 14, 2022
Growing up in the southwest my family undertook a couple of cross-country road trips that spanned a few days and what seemed like countless miles. During those excursions my parents aimed to quell...
Time to Start Paying Deferred Social Security Taxes
Posted by Mitch Frey on Dec 7, 2021
The Coronavirus, Aid, Relief and Economic Security Act (CARES Act), passed in 2020 to help alleviate the economic distress experienced due to the pandemic, had two provisions related to the deferral...
Charitable Deduction AGI Limits for Cash Contributions Return to 60% for Individuals in 2022
Posted by Mitch Frey on Dec 7, 2021
One of the temporary changes created with the pandemic related legislation during 2020 was an increase to the deductible limits for cash contributions to qualifying public charities and limited types...
Why you should encourage online prequalification
Posted by Patrick Reilly, CPA, Partner, Assurance Services on Oct 20, 2021
New construction company? Ask these five questions first.
Posted by Justin Lewis, Supervisor, Assurance Services on Oct 20, 2021
What happened in Q3?
Posted by Miller Bentley, Financial Advisor on Oct 20, 2021
S&P 500 Index NASDAQ Composite Index Dow Jones Global Dow Index BBarc US AGG Bond Index Q3 2021 +0.58% Q3 2021 -0.23% Q3 2021 -0.50% Q3 2021 +0.05% YTD +15.92% YTD +12.66%
Estate Tax Changes
Posted by Jon Wellington, J.D., Principal, State and Local Tax on Oct 20, 2021
The Biden Administration has many popular estate planning techniques on the chopping block. The below article hopes to highlight the most significant proposed changes and potential planning...
Lean Manufacturing, COVID-19, and its Sustainability Future
Posted by Jack Udomsilp, Senior II, Assurance Services on Sep 21, 2021
When we think of lean manufacturing, we generally associate this production methodology with “The Toyota Way” or “Just-In-Time production” as it offers flexibility, a feasible competitive advantage...