Educate your children on wealth management

If you’ve worked a lifetime to build a large estate, you undoubtedly would like to leave a lasting ...
Continue Reading

Big, small or in-between: Your nonprofit’s board size is up to you

When a nonprofit is new, it may struggle to find an adequate number of board members. But as ...
Continue Reading

Help safeguard your personal information by filing your 2021 tax return early

The IRS announced it is opening the 2021 individual income tax return filing season on January 24. (Business ...
Continue Reading

Start 2022 Right by Preparing Mandatory 1099s Now

A new year has begun, full of hope and promise. What better way to position your business for ...
Continue Reading

Improve HR decision-making with a SWOT analysis

According to the U.S. Bureau of Labor Statistics, an estimated 4.5 million people voluntarily left their jobs in November 2021. ...
Continue Reading

Avoiding undue influence claims

A primary purpose of estate planning is to ensure that your wealth is distributed according to your wishes ...
Continue Reading

Handle your nonprofit’s restricted gifts with care

Most not-for-profits encourage donors to make unrestricted contributions that will give the organization flexibility to use the money ...
Continue Reading

Bookkeeping for builders: 8 tips to consider

As you’re no doubt aware, bookkeeping for builders is challenging. Construction companies tend to have unstable workforces, wage ...
Continue Reading

How will revised tax limits affect your 2022 taxes?

While Congress didn’t pass the Build Back Better Act in 2021, there are still tax changes that may ...
Continue Reading

3 steps to a more financially resilient future

It’s a new year with new opportunities for your not-for-profit to boost its financial resilience. Although COVID-19 continues ...
Continue Reading

Are you eligible for a medical expense tax deduction?

You may pay out a bundle in out-of-pocket medical costs each year. But can you deduct them on ...
Continue Reading

Are your social media accounts working for — or against — you?

Social media is an essential tool for not-for-profit outreach, engagement and fundraising. But social media also poses a ...
Continue Reading