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Category: Tax Consulting Services

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Using Your 401(k) Plan to Save

You can reduce taxes and save for retirement by contributing to a tax-advantaged retirement plan. If your employer offers a 401(k) or Roth 401(k) plan, contributing to it is a […]

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TCJA and 2019 Tax Law Issues

By Miranda Aavatsmark Make no mistake, Congress did not come together and pass any new tax laws or make other changes to the existing tax laws in 2019. Although there […]

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Avoid the Wash Sale Rule

If you’re planning to sell assets at a loss to offset gains that have been realized during the year, it’s important to be aware of the “wash sale” rule. How […]

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Property Tax Exemptions for Nonprofits

Did you know that just because a nonprofit organization is exempt from income tax, does not automatically qualify it to be exempt from property taxes? A general rule is that […]

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The U.S. DOL Finalizes the New Overtime Rule

The U.S. Department of Labor (DOL) has released the finalized rule on overtime exemptions for white-collar workers under the Fair Labor Standards Act. The rule updates the standard salary levels […]

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Beware of These Tax-Related Scams

“Thousands of people have lost millions of dollars and their personal information to tax scams,” according to the IRS. Criminals can contact victims through regular mail, telephone calls, and email […]

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The Importance of Benchmarking in Retirement Communities | Service dog with seniors living in a retirement community

The Importance of Benchmarking in Retirement Communities

Many Continuing Care Retirement Communities (CCRCs) and Life Plan Communities (LPCs) are facing complex and dynamic challenges. In addition to the significant pressure of supporting an aging baby boomer population, […]

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The Benefits of Entity-Owned Pharmacies

The Benefits of Entity-Owned Pharmacies

Entity-owned pharmacies are an important consideration for hospitals, community health centers, and other 340B grantee types. As retail pharmacy closures rise and the complexities of the 340B Drug Discount Program […]

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AI preventing cyberattack

How AI Can Help Protect Not-For-Profits From Cyberattacks

By Joel Barnett, Technical Account Executive at Blue Pioneer Consulting and Holly Fields, CPA, Senior Manager at Blue & Co. Not-for-profit organizations handle sensitive data every day, which make them […]

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