Tax advantages of qualified charitable distributions

   INSIGHTS Tax advantages of qualified charitable distributions by Chad VanDyken, CPA, CFP® ARTICLE | January 25, 2024   An individual retirement account (IRA) is a powerful retirement saving tool. But once you reach age 73, you must begin taking distributions,...
Navigating the New DOL Guidance on Worker Classification

Navigating the New DOL Guidance on Worker Classification

   INSIGHTS Navigating the New DOL Guidance on Worker Classification by Colleen Malmassari, SHRM-CP, PHR ARTICLE | January 23, 2024 The U.S. Department of Labor (DOL) has issued a new rule clarifying the distinction between employees and independent contractors under...

Year-end giving strategies for 2023

   INSIGHTS Year-End Giving Strategies for 2023 by Larson Gross ARTICLE | December 21, 2023 As we approach the end of 2023, it’s time to consider how strategic giving can support the causes you care about and provide potential tax benefits. The landscape of...