THE TEAM
Retirement planning involves more than investments. Learn how tax planning, Roth conversions, RMD management, estate planning, beneficiary strategies, and legacy planning can work together to provide greater flexibility and more choices for your future.
Independent schools are mission-driven organizations, but long-term mission success depends on financial sustainability. Board members and school leaders need clear, consistent financial indicators that help them understand whether the school’s operating model is healthy, whether tuition is keeping pace with costs, and whether resources are being used in a way that supports students, faculty, and the broader school community. While
A recent federal court case, Kwong v. United States, may create a refund opportunity for taxpayers who incurred certain IRS penalties or interest during the COVID-19 pandemic period. What Is the Kwong Case? In Kwong v. United States, the U.S. Court of Federal Claims held that federal tax deadlines may have been automatically postponed during the COVID-19 federal disaster period — from
