Archive for February, 2015

Quarterly Healthcare Advisory

We’re excited to bring you our first Healthcare Advisory. We think you’ll find that these advisories address issues that matter the most to you.  Today’s article discusses 8 tips to help maximize patient self-payment. Along

READ MORE

Posted In: Alerts & Advisories, Articles

Tax Alert – Make sure you have proper substantiation for your 2014 donations

If you don’t meet IRS substantiation requirements, your charitable deductions could be denied. To comply, generally you must obtain a contemporaneous written acknowledgment from the charity stating the amount of the donation, whether you received

READ MORE

Posted In: Alerts & Advisories

February 2015 Nonprofit Newsletter

This month’s newsletter covers: Schedule A Compliance for Supporting Organizations (SO) Board Members and Redesign Computer Readable Charity Tax Forms Reporting Activities with Related Entities Read the entire newsletter

READ MORE

Posted In: Alerts & Advisories

Tax Alert – Should you forgo a personal exemption so your child can take the American Opportunity credit?

If you have a child in college, you may not qualify for the American Opportunity credit on your 2014 income tax return because your income is too high (modified adjusted gross income phaseout range of

READ MORE

Posted In: Alerts & Advisories

Tax Alert- The “manufacturers’ deduction”: It’s not just for manufacturers

The manufacturers’ deduction, also called the “Section 199” or “domestic production activities” deduction, is 9% of the lesser of qualified production activities income or taxable income. The deduction is also limited to 50% of W-2

READ MORE

Posted In: Alerts & Advisories

Jason Pierce Presents “Estate, Gift & Generation-Skipping Transfer Taxes” for MCLE

Jason Pierce will present at the MCLE Estate Planning Professional Development Plan Seminar on Friday, February 27, 2015.  He’ll be a panelist for the “Estate, Gift & Generation-Skipping Transfer Taxes” session at the MCLE Conference

READ MORE

Posted In: Events, News