financial results for a startup business

Forecasting financial results for a start-up business

There’s a bright side to today’s unprecedented market conditions: Agile people may discover opportunities to start new business ...
Continue Reading
affordable health insurance

Will your organization’s health insurance still be “affordable” next year?

The IRS recently announced 2021 indexing adjustments for some critical percentages under the Affordable Care Act (ACA). This ...
Continue Reading
covid-19 estate plan

Because of COVID-19, college-aged children need a basic estate plan

It’s August, and that means it’s time to get ready to go back to school for many students. ...
Continue Reading
codify nonprofits ethics

How to codify your nonprofit’s ethics

Does your not-for-profit have a code of ethical conduct? According to the Association of Certified Fraud Examiners, establishing ...
Continue Reading
employer provided life insurance

The tax implications of employer-provided life insurance

Does your employer provide you with group term life insurance? If so, and if the coverage is higher ...
Continue Reading
IRS relief for midyear 401k contributions

IRS relief available for midyear contribution changes to safe harbor 401(k)s

In response to the COVID-19 crisis, the IRS recently issued Notice 2020-52. It offers sponsors of safe harbor 401(k) ...
Continue Reading
CAMS reporting during covid-19

Reporting CAMs in the COVID-19 era

Starting in 2019, auditors’ reports for certain public companies must contain a new element: critical audit matters (CAMs). ...
Continue Reading
protecting your will

Avoid “bad blood” among family members: Protect your will from legal challenges

You’ve probably seen it in the movies or on TV: A close-knit family gathers to find out what’s ...
Continue Reading
financial reporting for nonprofits

Financial reporting for nonprofits that have teamed up

Not-for-profits sometimes team up with other entities to boost efficiency, save money and better serve both organizations’ constituencies. ...
Continue Reading

Are scholarships tax-free or taxable?

COVID-19 is changing the landscape for many schools this fall. But many children and young adults are going ...
Continue Reading

Drive success with dashboard reports

Timely, relevant financial data is critical to managing a business in today’s unprecedented conditions. Similar to the control ...
Continue Reading

Fortify your assets against creditors with a trust

You may think of trusts as estate planning tools — vehicles for reducing taxes after your death. While ...
Continue Reading