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  • Posted in: All member Forum

    I am looking to talk to a CPA that is using Blackbaud. I am a member of the society. Sincerely, John E. Adams (773) 726-7900 ------------------------------ John Adams CPA Founder & Executive Director Bronzeville Trail Task Force, ...

  • Posted in: All member Forum

    So long as the excess contribution and earnings were withdrawn by April 15, there is no 6% excise tax per IRC Section 408(d)(4) . It reads: (4) Contributions returned before due date of return. Paragraph (1) does not apply to the distribution of ...

  • Posted in: All member Forum

    Hello, I am a financial advisor, and a couple who are clients realized this week while finishing their taxes that their AGI well exceeds the limit to contribute to their Roth IRAs for 2025. My team was unaware that their AGI would be so high for 2025, ...

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