Leverage Your Gift Tax Annual Exclusion Using a Crummey Trust
A Crummey trust provides a key tax benefit of an outright gift without some of the downsides.
Outsourced CFO Services: What Are They and How Can They Benefit Your Organization?
Choosing the right CFO for your organization’s accounting and future planning needs is critical. This person will not only need the necessary experience, but they’ll also need expertise in your specific industry, while fitting the traditional employee mold. For these reasons, Outsourced CFO services have increasingly become an attractive option for many organizations.
A New Year’s Resolution for Leaders: Renew Your Commitment to Delegation
The start of a new year is a natural moment for nonprofit leaders to reset priorities, refine leadership habits and recommit to practices that strengthen both mission and team.
Suffered a Disaster? You May be Eligible for a Casualty Loss Tax Deduction
Every year, severe storms, flooding, wildfires, and other disasters affect millions of taxpayers. Many experience casualty losses from damage to their homes or personal property.
Not All “Business” Expenses are Tax Deductible
With 2025 in the rearview mirror and the tax filing deadline on the road ahead, it’s a good time for businesses to start gathering information about their deductible expenses for 2025.
5 Steps for Addressing Your Elderly Parents in Your Estate Plan
When creating or updating your estate plan, it’s important to address your elderly parents with both clarity and sensitivity.
2026 Rates & Dates
The IRS recently released the 2026 rates and dates, which includes individual tax rate schedules, roth retirement contributions, social security taxes, payroll tax deposit due dates for businesses, and more.
SEK Admits Two New Members of the Firm
The Members of SEK, CPAs & Advisors are pleased to announce that Cory Cuffley, QKC®, QKA®, CFP®, CPA, and Ryan Leppo, CPA, MBA, have been admitted as Members of the Firm, effective January 1, 2026:
SEK Announces Manager, Supervisor, and Senior Associate Promotions
The Members of SEK, CPAs & Advisors are pleased to announce the following Manager, Supervisor, and Senior Associate promotions, effective January 1, 2026:
2026 Payroll Tax Bulletin
The IRS recently released the 2026 payroll tax rates, which we have summarized in a bulletin for your convenience and quick reference.