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SDM Accounting Insights: Uncle Sam May Provide Relief from College Costs on Your Tax Return
We all know college is expensive. Fortunately, there are two sizable federal tax credits for higher education costs that you may be able to...
SDM Accounting Insights: Corporate Governance in the 21st Century
The purpose of a corporation has shifted to reflect modern concerns. Instead of focusing exclusively on maximizing shareholder value, the Business Roundtable’s updated Principles...
SDM Accounting Insights: Expenses That Teachers Can and Can’t Deduct on Their Tax Returns
As teachers head back to school, they often pay expenses for which they don’t receive reimbursement. Fortunately, they may be able to deduct some...
SDM Accounting Insights: Nonprofits: How to Invest in an Investment Advisor
Investment advisors aren’t just for large not-for-profits. Even smaller nonprofits with modest endowments can benefit from hiring an investment manager. Ask peer organizations and...
SDM Accounting Insights: Taking Distributions From Your Traditional IRA
If you’re like many people, you’ve worked hard to accumulate a large nest egg in your traditional IRA (or a SEP-IRA). It’s critical to...
SDM Accounting Insights: What to Expect During a Franchise Audit
Does your franchise agreement include an audit provision? These routine “check-ups” help evaluate whether owner-operators are embracing your business model and complying with the...