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HelferBell, Here Are Your Articles for Tuesday, May 22, 2018
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Getting a Handle on Fiduciary Responsibility and Risk Management

Board members are the fiduciaries who steer organizations toward a sustainable future by adopting sound, ethical and legal governance and financial management policies. Click through for an intro to this essential aspect of nonprofit management.

Steps to Choosing a Charity

These days, you want to donate with your head as well as your heart, making sure a charity is legitimate, well-run and aligned with your values. Click through to learn how to effectively make a charity a worthwhile part of your legacy.

Worried About How to Manage Social Security Benefits

Many people get Social Security, but not everyone manages it the same way. It can be confusing to sift through the choices, which have major implications. Click through for some thoughts on what your options are.

Managing an IRA and an Inheritance

The growth of popularity in IRAs in past decades has meant there is going to be a lot of heirs inheriting them over the years, and a lot of people putting them into their estate plans. Click through to learn how inherited IRAs are treated when inherited.

How to Challenge Property Taxes

One thing all homeowners can agree on: Complaining about property taxes is one of their favorite pastimes. However, you may be able to actually do something about high taxes. Click through to learn how to appeal your property taxes.

Deciding How Long to Keep Tax Records

Know what tax information to keep and how long to keep it, to both avoid future hassles with the IRS and save on file cabinet space. Click through to learn the details of what the IRS may want to see in the event of an audit down the line.

HelferBell LLC
HelferBell, LLC
(202) 629-5190
info@helferandcompany.com
1101 Connecticut Ave NW, Ste 410
Washington, DC 20036
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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