Advisory

Do You Speak The Language?

By | 2017-12-04T10:36:44+00:00 December 4th, 2017|Advisory, TD&T|

Are you fluent in your business?  Can you speak the language?  Most of us would say of course!  But what language are you speaking?  The financial language or the business language – and why is that distinction important? Answer the following questions: Can you make a profit and not have any cash? Can you make [...]

Start with Why?

By | 2017-07-10T16:38:28+00:00 July 10th, 2017|Advisory, Change, Leader, TD&T|

Has anyone ever asked you what your “why” is?  Why do you get up in the morning, why are you passionate about your hobbies or why do you love your career?  I had never really considered what my answer to these why questions were until recently.  I’ve always known that I loved business and accounting, [...]

Estate Basis Reporting – Getting it Wrong Can Increase Your Taxes

By | 2017-04-24T09:26:53+00:00 March 1st, 2017|Advisory, Estate Planning, Executor, Gifts, TAX, Tax Services|

Vicki Beckey, CPA, CFF, CSEP and head of TD&T’s estate department, provides some thoughts on understanding estate and gift taxes. The Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 requires consistent basis reporting between a decedent’s estate and the beneficiary who inherits property from a decedent. The IRS defines basis as [...]

IRS Proposed Regulations to Limit Use of Discounts

By | 2017-04-24T09:25:19+00:00 December 1st, 2016|Advisory, Estate Planning, Gifts, IRS|

Vicki Beckey, CPA, CFF, CSEP and head of TD&T’s estate department, provides some thoughts on understanding estate and gift taxes. The Internal Revenue Service is proposing regulations to limit the use of discounts when valuing gifts.  Currently there is a unified credit from federal estate tax that allows a lifetime or death-time transfer of $5,450,000 [...]

Developing Leaders Within the Organization

By | 2017-04-21T12:52:46+00:00 July 1st, 2016|Advisory, Leader, Nonprofit, Succession Planning|

Succession planning for executive leadership is a major concern for many nonprofit organizations, but a significant part of the solution may lie within the organizations themselves. Providing leadership training to managers can help them develop the skills they would need to advance in the organization and ease the burden of searching for replacements for executive [...]