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Inherited an IRA? It’s Not Always 100% Taxable

Beneficiaries of an inherited individual retirement account (IRA) are typically not privy to the income tax

Legislative Changes to Retirement Savings

Bipartisan legislation that would make several significant changes to retirement planning is making its way through

Guidance Issued on Calculating and Reporting the QBI Deduction for Tax-Exempt Trusts

The IRS has issued guidance to tax-exempt trusts with unrelated business income, which claim the §199A

Employer-Owned Life Insurance Policies: Tax Treatment & Reporting Requirements

In the past, money received through a life insurance contract, paid by reason of the death

Policies to Help Your Uniform Guidance Audit Go Smoothly

All organizations should have policies in place to ensure that processes are effective, efficient, and provide

Nonprofit Organizations: Accounting for Interest-Free Loans

Nonprofit organizations often receive loans that are interest free. Because these are not normally obtainable through