Nonprofits Need to Study Affluent Donors and Giving Trends
Smaller donations and gifts from lower-income donors have consistently dropped. This is why analyzing the giving trends of more affluent donors is critical for nonprofits.
The Virginia Land Preservation Tax Credit Program
Learn how Virginia taxpayers can reduce their state tax liability through the Virginia Land Preservation Tax Credit program.
Best Practices: Assess Investment Portfolio Risk and Return Using Benchmarks
In this article, we’ll discuss recommendations from the Government Finance Officers Association (GFOA) about best practices for measuring portfolio risk and return against market indexes and benchmarks.
IRS Delays Roth Catch-Up Contribution Rule
The IRS has delayed the new Roth catch-up contribution rule for high earners until 2026. This change provides a strategic window for retirement planning, especially as fewer than 20 percent of eligible employees still don’t utilize catch-up contributions.
Navigating the Compliance Maze: A Government Contractor’s Guide to 401(k) Nondiscrimination Testing
As a government contractor, it is vital to possess a comprehensive understanding of the regulations governing 401(k) plans and the intricacies of nondiscrimination testing. While these retirement savings plans are commonly offered by employers, it is imperative to meet specific requirements to maintain their tax-deferred status.
IRS Releases 2024 Tax Inflation Adjustments
IRS releases inflation adjustments for 2024. Inflation adjustments impact individual tax brackets and other various provisions of the Code.