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Recently, two members of the Senate Finance Committee introduced a bill entitled “Charities Helping Americans Regularly Throughout the Year (CHARITY) Act of 2017” (the “Bill”).

The Internal Revenue Service (IRS) issued proposed regulations intended to provide guidance with respect to the application of Internal Revenue Code (IRC) Section 457 to nonqualified deferred compensation arrangements.

By Gemma Leddy, CPA Establishing a family office is a logical next step for many individuals and families who have accumulated […]

Part IX-A of the federal Form 990-PF asks the foundation to list its four largest direct charitable activities. Often we are asked by our clients if it is necessary to provide this information and, if so, what type(s) of activities should be listed.