Month: November 2022

Instill family values with a FAST

You create an estate plan to meet technical objectives, such as minimizing gift and estate taxes. But it’s also important to consider “softer,” yet equally critical, >>

The audit is over. Now what?

  Whew! That’s probably your reaction when outside experts announce that their audit of your not-for-profit is complete. But even if auditors have left your premises >>