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Posts by David Goldner

Things to Consider Before Moving to a Low- or No-Tax State

Year-round sunshine and warmth aren’t the only reasons people in high-tax states like Maryland and DC relocate to places like Florida. For many, tax savings considerations play a major role in their decision to relocate to a new state. High income...
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IRS Finalizes Rules for Program-Related Investments

The IRS just released final regulations that provide guidance to private foundations and foundation managers on program-related investments, also known as PRIs. This is good news for private foundations since many have been reluctant to take advantage of...
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Is a Cash Balance Retirement Plan Right for You and Your Business?

A cash balance retirement plan is more expensive to set up and administer, but the tax benefits might make it worthwhile.
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The Biggest Problem In Estate Planning Is You

More than hundreds of estate plans and one-quarter of a billion dollars in assets later, I can clearly pinpoint what separates outstanding results from a well-constructed and executed estate plan from those that fail to protect legacies, assets and the...
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Best Practices in Managing a Nonprofit Endowment Fund

I had the opportunity to lead a roundtable discussion, “Responsibilities In Managing a Nonprofit Endowment,” at Maryland Nonprofits’ annual conference. Attendees, who were board members and staff of nonprofit organizations, were looking for insight into...
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Who Are the Latest IRS Targets? A List of 23 Audit Triggers

Many taxpayers ask, "How can I avoid an IRS audit?" There’s no 100% guarantee you won’t be picked, because some tax returns are chosen randomly. However, completing your returns in a timely and accurate fashion with your trusted tax advisor certainly...
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