IRS

Telling Your Story With Form 990

By |2017-04-21T12:43:02-05:00April 13th, 2017|IRS, Nonprofit, Tax, Tax Services|

Attracting and retaining donors can be among the more challenging tasks for your nonprofit organization. So you’ll want to take every opportunity to help potential supporters recognize the value of your mission. IRS Form 990, Return of Organization Exempt From Income Tax, offers a convenient vehicle for getting your story out. The Internal Revenue Code [...]

IRS Proposed Regulations to Limit Use of Discounts

By |2020-01-03T09:20:40-06:00December 1st, 2016|Advisory, Estate Planning, Gifts, IRS|

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 for an individual and $10,900,000 for married couples, tax free.  Any transfers above these limits have a federal estate tax [...]

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