fbpx

Category: Tax Consulting Services

< Back to Thought Leadership

Traditional IRA Withdrawal Rules

For most of your life, saving for retirement has likely been a financial goal or an area you have consciously tried to save for. Planning for withdrawals as you enter […]

Read More

Reconsidering Your Investment Strategies

As we get into the summer, there is no better time to reconsider your investment strategy. Whether you are looking to make large scale changes or minor tweaks, the following […]

Read More

Charitable Tax Deductions: Non-Cash Donations

There are other ways to receive charitable tax deductions, besides making cash donations. Property donations, such as giving clothes to Goodwill, are deductible at the fair market value. It would […]

Read More

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, […]

Learn More
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 […]

Learn More
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 […]

Learn More