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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.

The IRS has begun issuing Advisory and Opinion Letters approving prototype and volume submitter plan documents for Section 403(b) plans. Several vendors who provide document preparation services have announced that they have received the necessary approval from the IRS to prepare and issue these plan documents.