Do you invest in mutual funds or are you interested in putting some money into them? If so, you’re part of a large group. According to the Investment Company Institute,…
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If you’re a leader of a private foundation, you’re probably aware of the prohibition against self-dealing transactions between foundations and “disqualified persons.” But what constitutes self-dealing? And who exactly counts…
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Pass-Through Entity Tax (PTET) allows pass-through entities such as partnerships and S corporations to elect to pay state taxes at the entity level. This election can be beneficial as it…
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The Tax Cuts and Jobs Act (TCJA) was signed into law in 2017 and generally took effect at the start of 2018. It brought sweeping changes to various aspects of…
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The deadline for most not-for-profits to file Form 990 with the IRS (May 15, 2024) has come and gone. Assuming your organization operates on a calendar-year tax basis and filed its Form 990…
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At YHB, we believe the foundation of our exceptional client service lies in the well-being of our team. As we navigate the complexities of today's professional landscape, it has become…
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