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Read our news

Maintain your competitive edge and stay up-to-date on current industry topics with Templeton & Company’s thought provoking blog articles.

Employers may contribute to forthcoming Trump accounts

Like many employers, you and your leadership team may be constantly on the lookout for additional employee benefits that your workforce might value. Well, the

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Income taxes can negatively impact your estate plan

As the federal gift and estate tax exemption increases, the number of families affected by gift and estate tax liability decreases. With the passage of

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Using your nonprofit’s endowment to navigate financial obstacles

Even not-for-profits that make realistic budgets and hold adequate funds in reserve to cover shortfalls can run into financial emergencies — particularly if they lose

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What you still need to know about the alternative minimum tax after the new law

The alternative minimum tax (AMT) is a separate federal income tax system that bears some resemblance to the regular federal income tax system. The difference

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Templeton & Company, LLP, Announces Two New Partners  

West Palm Beach, Fla. – July 9, 2025– Templeton & Company, LLP announces the admission of two new partners to the firm. Jennifer Gizzi, CPA,

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The QBI deduction and what’s new in the One, Big, Beautiful Bill Act

The qualified business income (QBI) deduction, which became effective in 2018, is a significant tax benefit for many business owners. It allows eligible taxpayers to

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What employers should know about newly expanded eligibility for HSAs

Does your organization sponsor Health Savings Accounts (HSAs) for its employees? Or are you considering a high-deductible health plan (HDHP) with HSAs for your 2026

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Create an estate planning road map using a letter of instruction

Including a letter of instruction in your estate plan is a simple yet powerful way to communicate your personal wishes to your family and executor

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The OBBBA: What it means for nonprofits

On July 4, 2025, President Trump signed the One, Big, Beautiful Bill Act (OBBBA), which contains several provisions that may affect your not-for-profit organization. Let’s take

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Fort Lauderdale, FL 33301
(954) 333-0001
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