NEWS & EVENTS


From Our Blog

June 19, 2017

Operating Reserve may Reduce Uncertainty for your nonprofit

It’s critical for nonprofits of all sizes to build an operating reserve — a financial nest egg that serves as an organizational “savings account.” For example, your board might establish a cash reserve to continue

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Legislative Alerts

April 25, 2014

Now is the Time to Consider Amending Qualified Plans for Same-Sex Marriages

The Internal Revenue Service (IRS or Service) recently issued guidance on how qualified retirement plans must treat the marriages of same-sex couples. The notice provides an effective date and retroactive effect for implementing the Windsor decision as

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