News & Insights

Read the Latest Premium Financial Planning News

Five Steps to Ensure Easy and Successful Grant Reporting

Facebook Twitter LinkedIn Email

By: Renee McNutt Navigating the grant management processes can be a challenge for nonprofit organizations, and as more grants come into the picture, each with its own unique stipulations and […]

READ MORE

Qualified Contract Applications for LIHTC Properties

Facebook Twitter LinkedIn Email

By: Jon Ringlein  Since the landscape surrounding real estate has started to evolve over the years, Low-Income Housing Tax Credits (LIHTC) have become increasingly complex. To assist in managing affordability […]

READ MORE

Tax-Favored Qualified Small Business Corporation Status Could Help You Thrive

Facebook Twitter LinkedIn Email

Operating your small business as a Qualified Small Business Corporation (QSBC) could be a tax-wise idea.   Tax-free treatment for eligible stock gains QSBCs are the same as garden-variety C […]

READ MORE

The IRS Unveils ERTC Relief Program for Employers

Facebook Twitter LinkedIn Email

Since July 2023, the IRS has taken a series of actions in response to what it has termed a “flood of ineligible claims” for the Employee Retention Tax Credit (ERTC). Most […]

READ MORE

Corporate Transparency Act Imposes New Beneficial Ownership Information Reporting Obligations

Facebook Twitter LinkedIn Email

Effective January 1, 2024, U.S. and foreign entities doing business in the U.S. may be required to disclose information regarding their beneficial owners to the U.S. Department of Treasury’s Financial […]

READ MORE

Read the Latest Premium Financial Planning News

Recent Posts