YHB News

Feb

Mastering the Statement of Functional Expenses: Overcoming Common Challenges

The Statement of Functional Expenses (SFE) is a cornerstone of not-for-profit accounting, providing transparency and accountability to donors, stakeholders, and regulatory bodies. However, many organizations face challenges when preparing this…

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7 common M&A due diligence pitfalls

Beyond Boomers: How to engage younger…

Financial relief for families: The benefits…

Fiduciary Tax under the Tax Cuts and Jobs Act

January 20, 2019

The Tax Cuts and Jobs Act is widely regarded as one of the most significant tax bills passed in the last 30 years, affecting nearly every type of taxpayer when…

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Tax Planning After Year-End

January 2, 2019

In general, most tax planning strategies focus on actions a taxpayer can take before year-end to lower their overall tax bill for that year. Unfortunately, if you are reading this…

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THE ESTATE TAX EXEMPTION-WHAT IS IT AND HOW DOES IT WORK?

December 21, 2018

When clients discuss their tax and financial matters with their CPAs and other advisors, they’ll often hear the term “estate tax exemption”. Many are not familiar with the term, even…

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Review and revise your estate plan to reflect life changes during the past year

December 14, 2018

Your estate plan shouldn’t be a static document. It needs to change as your life changes. Year end is the perfect time to check whether any life events have taken…

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Charitable Gifting after the Tax Cuts and Job Act

December 12, 2018

Do you consider yourself charitably inclined? Do you frequently support charitable causes or organizations? According to the Giving USA 2018 Annual Report on Philanthropy, Americans gave a combined $410.02 billion…

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The Season of Giving: Annual Giving is Still a Helpful Estate Planning Tool

November 28, 2018

Despite the increased Estate Tax Exemption to almost $11.2 Million per person, the practice of annual gifting is still a valuable estate planning strategy. Many of you are familiar with…

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