Insights by Author: Kathleen Donelan-Maher

5 New Updates on Economic Impact Payments

September 28, 2020

New information continues to unfold as Congress provides clarity on several aspects of the economic impact…

Read this Insight...

The CARES Act: Big Changes to Retirement Plans

May 6, 2020

Let’s talk retirement planning. How should retirement accounts be handled after the big changes seen in…

Read this Insight...

The SECURE Act: Key Takeaways and Strategies to Consider

February 21, 2020

Over the past few years, we have seen some of the greatest shifts in tax legislation.…

Read this Insight...

IRS Establishes No Clawback Rule on Gifts and Estates

December 23, 2019

‘Tis the season for giving! In a recent announcement, the IRS presented the highly-anticipated final regulations…

Read this Insight...

How to Leave Your Digital Legacy

December 19, 2019

As we continue to expand our digital footprint, it is important to incorporate our digital lives…

Read this Insight...

Document Management and Recordkeeping for Nonprofits

If you work for a nonprofit that's funded by grants or donations, you need to keep ...
Read this insight

Estate Planning for High-Net-Worth Individuals

President Biden's proposed infrastructure plan does not explicitly raise estate taxes. Instead, it ends the step-up ...
Read this insight

The Future of Global Minimum Tax and Multinational Corporations

The "race to the bottom" of international tax rates may soon come to an end. The ...
Read this insight

How to Claim the Employee Retention Tax Credit

Congress created an employee retention tax credit to retain employees on their payroll during the pandemic. ...
Read this insight

Child Tax Credit Advances Start July 15

On July 15, 2021, the IRS will start sending monthly child tax credit payments to qualifying ...
Read this insight

Are You Ready To Retire Early?

Maybe your job, even your entire sector, has disappeared in 2020's economic turmoil. Or perhaps you ...
Read this insight

Accounting Tips to Benefit Your E-Commerce Business 

E-commerce marketplaces popped up in the early 1990s and have been on the rise ever since. ...
Read this insight

A New Frontier in Cryptocurrencies: What are NFTs?

Non-fungible tokens — a player in the shadowy cryptocurrency world — have increasingly been making their ...
Read this insight

The Future of Commercial Real Estate

The COVID-19 pandemic has had a dramatic impact on commercial real estate. Some sectors of the industry, ...
Read this insight

Consider Outsourcing Your Bookkeeping

Accurate and up-to-date financial records play an important part in your business's success, but the daily ...
Read this insight

Proposed Tax Increases on the Horizon

President Biden presented the American Families Plan in an April 28, 2021 address to Congress, which ...
Read this insight

DOL Withdraws Independent Contractor Rule

The Department of Labor recently withdrew the “Independent Contractor Status Under the Fair Labor Standards Act” ...
Read this insight