Need to modify an existing irrevocable trust? Decant it
“Decanting” an irrevocable trust allows a trustee to use his or her distribution powers to transfer assets from one trust into another with different —
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“Decanting” an irrevocable trust allows a trustee to use his or her distribution powers to transfer assets from one trust into another with different —
How well does your nonprofit protect the privacy of donors, staffers, clients and volunteers? It’s an important question because failure to protect personal data can
Tuesday, April 15 is the deadline for filing your 2024 tax return. But another tax deadline is coming up the same day, and it’s essential
West Palm Beach, Fla. – April 7, 2025 – Templeton & Company, an accounting and advisory firm in South Florida, has been recognized as a
Some tax sins are much worse than others. An example is failing to pay over federal income and employment taxes that have been withheld from
Today’s employers face serious challenges in areas such as workforce planning, talent development and financial performance. A common factor among them is skills. Employees’ skill
When it comes to estate planning, one important decision many people struggle with is whether to share the details of their plans with family members.
Summer will be here before you know it, and for many not-for-profits, that means internships. Although students and recent graduates are often eager to gain
When we prepare your tax return, we’ll check one of the following filing statuses: single, married filing jointly, married filing separately, head of household or
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