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  • Posted in: NASSAUSUFFOLK

    I have a small 501(c)(3) nonprofit organization that experienced a substantial increase in income for the fiscal year ended June 30, 2025. According to New York State law, the organization is now required to obtain a financial review due to this increase ...

  • Posted in: NASSAUSUFFOLK

    Hello, Can anyone refer me to a person who is knowledgable in non profit accounting and taxation. I am engaged by a non profit 501 c (10) entity to review and advise on the sale of the building and the taxation on the gain (if any). Tom ...

  • Posted in: NASSAUSUFFOLK

    Michael, I'm actually looking at some of the Inherited IRA rules for a different aspect. The spouse who inherits an inherited IRA does NOT get the special spousal rollover rights and rather becomes a "successor" beneficiary and subject to the remaining ...

  • Posted in: NASSAUSUFFOLK

    Has IRS issued formal guidance further to the Executive Order which eliminated paper checks as a method of payment? Michael Jaffe CPA

  • Posted in: NASSAUSUFFOLK

    My guess is that the wife continues on her husband's schedule, but now she must deplete the account within 10 years (by 12/31/2034). This is an interesting fact pattern. Depending on ages, salaries (incl loss of husband salary), other income, deductions, ...

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