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Qualified Charitable Distributions – What Are They and When Are They a Good Idea?

By: Dean Dorton

June 18, 2021

A qualified charitable distribution (QCD) is a direct transfer of funds from your IRA custodian, payable to a qualified charity. QCDs can be counted toward satisfying required minimum distributions (RMDs) for taxpayers over age 70 1/2.

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Faith-Based Finances and Empowering Engagement

By: Dean Dorton

June 17, 2021

In the wake of COVID-19, faith-based organizations are almost universally facing a T2 deficit. They’re running low on time and treasure. Restoring these essentials to pre-pandemic levels is a great goal, but achieving it may be more challenging than you think.

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Cryptocurrency Risk and Tax Considerations for Investors

By: Dean Dorton

June 15, 2021

As cryptocurrency seems to be gaining in popularity, there are a couple of issues we believe investors should know about before getting involved with one or more of the proliferating number of cryptocurrencies, such as Bitcoin, Ethereum, and Litecoin

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Provider Relief Fund Reporting Portal to open July 1, 2021

By: Dean Dorton

June 14, 2021

On June 11, 2021, HHS issued a Press Release that announced the Provider Relief Fund (PRF) reporting portal will now be open on July 1, 2021. HHS also provided a new reporting matrix, which is included in this article.

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State Tax Receipts – What are their Primary Sources?

By: Dean Dorton

June 14, 2021

State governments provide services largely by using taxes paid by their residents and others doing business ion the state. Take a look at some of the comparisons across contiguous states.

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Tax Proposals Aplenty

By: Dean Dorton

June 13, 2021

Tax proposals are flowing out of Washington, D.C. almost weekly. The most recent proposals (at the time of drafting this article) were those included in a Department of the Treasury May 2021 document titled “General Explanations of the Administration’s Fiscal Year 2022 Revenue Proposals.”

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Environmental, Social and Governance (ESG) Programs Accelerate

By: Dean Dorton

June 8, 2021

Companies view the importance of social, climate and other non-financial factors as crucial for long-term viability and success. A survey by the World Economic Forum found 86 percent of executives agreed that reporting on a set of universal ESG disclosures is important and would be useful for financial markets and the economy.

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Dean Dorton Founder Doug Dean Retiring After 42 Years

By: Dean Dorton

June 4, 2021

Dean Dorton Allen Ford, PLLC (Dean Dorton) today announced  the formal retirement of Doug Dean from public accounting. Doug was the founder of Dean Dorton and continues to serve as a tax director. Doug’s last day with the firm will be June 30, 2021.

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Enhancing the Patient Financial Experience Utilizing a Dedicated Customer Service Unit

By: Dean Dorton

June 3, 2021

What procedures and processes do you have in place to ensure each patient as a positive financial experience at your practice? Have you even thought about the patient's customer service experience when it comes to the billing process? This article gives four key principles that will help improve your customer service function in relation to billing.

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Preserving Administrative Excellence in Family Foundations

By: Dean Dorton

May 27, 2021

All too often the next generation of leaders in family foundations are left without a sustainability plan, and the transition of leadership gets messy. In this article, Kaydee Ruppert, Nonprofit Industry Expert, explores some simple steps towards sustainability for administrative excellence with family foundations.

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Current Trends in Accounting and Financial Outsourcing

By: Dean Dorton

May 19, 2021

Outsourcing is defying expectations and evolving in exciting ways. Learn what to expect from accounting and financial outsourcing in 2021 and beyond.

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New Guidance from the Department of Education for HEERF III

By: Dean Dorton

May 11, 2021

On May 11, 2021, the Department of Education released more information regarding HEERF III, including allocation tables with apportionment for student and institutional funds and frequently asked questions. This article summarizes the new guidance, and provides you with resources for more information.

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