Does your trust need protection?

Designing an estate plan can be a delicate balancing act. On the one hand, you want to preserve ...
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What your nonprofit needs for a successful capital campaign

Many nonprofits have put major purchases and other ambitious initiatives on hold during the pandemic. But if you ...
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Smooth sailing: Tips to speed processing and avoid hassles this tax season

The IRS began accepting 2021 individual tax returns on January 24. If you haven’t prepared yet for tax ...
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Governmental Newsletter January 2022: GFOA Announces New Certificate of Achievement Program Submission Requirement

The Government Finance Officers Association (GFOA) has recently notified Certificate of Achievement for Excellence in Financial Reporting (COA) ...
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Is your construction company at risk for employee misclassification?

The classification of workers as independent contractors or employees has significant implications — both tax and nontax — ...
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Close-up on the cost approach

The cost (or asset-based) approach to valuing a business focuses on the balance sheet. This financial statement reports ...
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How to look for missing 401(k) plan participants

It’s a common problem every year. Employers discover that, when their 401(k) plans must make required minimum distributions, ...
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Smart state and local tax strategy delivers big payoffs for small and mid-sized businesses

The average citizen tends to think of taxes almost exclusively in terms of federal obligations, but every business ...
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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 ...
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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 ...
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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 ...
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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 ...
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