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What U.S. Expats Need to Know About Estate Planning

What U.S. Expats Need to Know About Estate Planning

At least 12% of Americans have thought about living abroad in retirement, according to a study by the Aegon Center for Longevity and Retirement. If that is part of your retirement plan, or you are already living outside the United States, it is important to know that...

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Get the Money Your Nonprofit Needs

Get the Money Your Nonprofit Needs

You know the drill: It is midnight and your grant proposal is due tomorrow. Your assistant left hours ago and the words on your screen have started to blur. “It is not worth it,” you think. And besides, only a few grants pan out anyway, right? Not necessarily. Grants...

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Navigating the SALT Deduction

Navigating the SALT Deduction

The Tax Cuts and Jobs Act (TCJA) limits itemized deductions for state and local tax (SALT) payments for 2018 through 2025. This unfavorable tax law change is especially unpopular in states with high income or property taxes (or both). The limitation remains in effect,...

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