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2017 Nonprofit Accounting and Tax Updates

Event Date: 01/25/2017

Partner, Janet Holland and Director of Tax Exempt Organizations, Deborah Kaminski will walk you through the upcoming accounting and tax updates for your nonprofit. Your key...
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SEP IRAs and Other Retirement Planning Strategies for Realtors

Event Date: 02/14/2017

Please join our Wealth Management team and Partner, Bruce Ferry, as we will discuss the basic steps and rules for SEP IRAs, I-401k and options for Realtors...
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New Law Clears the Way for Small Businesses to Offer Standalone HRAs

The 21st Century Cures Act, signed into law on December 13, 2016, includes good news for small businesses that have been prohibited in recent years from providing their employees with HRAs. Specifically, beginning January 1, 2017, qualified small employers can use HRAs to reimburse employees who purchase individual insurance coverage, rather than providing employees with […]
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Deadline Extended for ACA Information Reporting to Employees

The IRS has again extended the deadline for employers subject to the ACA’s information reporting requirements to meet their obligations to employees, but only by 30 days, from January 31, 2017, to March 2, 2017. The deadline for filing the required information reporting forms with the IRS has not been extended. This article explains the […]
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New Rule Will Change the Way You Report Your Contracts

A new accounting rule will change the way you fill out your financial statements when you report contracts you’ve entered into with your customers. Accounting Standards Codification (ASC) 606, “Revenue from Contracts with Customers,” developed by the Financial Accounting Standards Board (FASB), will take effect for annual reporting periods beginning after December 15, 2018. (Some […]
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Self-Certification Spells Relief for Late IRA Rollovers

Individual taxpayers are allowed to withdraw funds from an IRA without any income tax consequence, provided the funds are redeposited to the IRA (or another taxpayer-owned eligible IRA or retirement plan) within 60 days. This taxpayer-friendly provision provides taxpayers with tax-free access (i.e., a short-term loan) to retirement funds. A tax-free rollover is allowed just […]
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Engaging the Next Generation: How Nonprofits Can Benefit from Millennials – Part I

Part I: Building a Young Professionals Board for Your Nonprofit We asked three millennials, who are impacting nonprofit organizations in a big way, to sit down with us and a room full of nonprofit leaders to help uncover the benefit of millennial involvement and how to get them to join philanthropic movements. Our panelists were: […]
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Women in Business: Growth & Impact

“Success without a plan is just an accident,” stated Kristi Royse, CEO and Founder of KLR Consulting, while moderating the panel discussion for “Women in Business: Growth & Impact.” DZH Phillips, Comerica Bank and Wendel, Rosen, Black & Dean LLP brought together female executives to discuss their business and the strategies behind their success. Our […]
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