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 board members to suggest qualified individuals with nonprofit endowment experience. Candidates should submit detailed proposals about how they’d manage your nonprofit’s money and their preferred compensation form. Look for someone who closely follows market movements, has a thorough understanding of different types of investments and can create and manage a balanced portfolio. Contact us for recommendations.
In today’s global economy, aggressive cross-border tax strategies expose investors and other stakeholders to potential risks. The Financial Accountability & Corporate Transparency (FACT) Coalition...
If you’re getting close to retirement age, you may be wondering if your Social Security benefits are going to be taxed. The answer depends...
A Health Savings Account (HSA) offers tax-advantaged funding of health care costs. If you have a qualified high-deductible health plan, you can contribute to...