The IRS is moving toward a fully electronic environment for tax payments and refunds. The direction is clear – paper checks are being phased out. Read the full article to learn more.
Every year, nonprofit organizations are required to file the appropriate version of the Form 990 series with the IRS. What many organizations overlook is that Form 990 is more than a compliance requirement—it’s a powerful storytelling tool. Read more.
Achieving tax-exempt status is a significant milestone for any nonprofit organization—but keeping it requires ongoing diligence. The IRS expects tax-exempt organizations to meet specific compliance requirements every year. Read more.
As you begin to gather your 2025 personal income tax documents, we want to remind you about our SafeSend Organizer. You can use SafeSend to answer your organizer questionnaire and safely and quickly digitally upload your tax documents.
Are you thinking of gifting cash, securities, property, or other assets to a family member? Gift taxes can add extra complication to your yearly tax filing obligations. Learn more.
Any individual or business owning or possessing personal property used or connected with a business (or other income generating purpose) must file a business personal property tax listing annually. Read more.
While provisions in the One Big Beautiful Bill apply at the federal level, North Carolina has not conformed to the new law, creating notable divergences between federal and state tax treatment. Read the full article to learn more.
Are you confident you are doing everything you can to minimize your income taxes? If not, it may be time for a fresh look. Check out the 2025 Year-End Year-Round Tax Planning Guide.
A new year brings important payroll and 1099 reporting responsibilities for business owners. Read more for some key reminders and checklists to assist with year-end reporting.
There are important due dates that may be applicable to nonprofit organizations with a year-end of December 31, 2025. Read the article for a list of due date reminders.
