When should you update your estate plan?
Many people think of estate planning as a “one-and-done” task — something you complete and file away….
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Articles
Enterprise risk management built for nonprofits
Nonprofit leaders might assume that enterprise risk management (ERM) is something only large, complex organizations need (or…
If you’re married, should you file jointly or separately?
Married couples have a choice when filing their 2025 federal income tax returns. They can file jointly…
Looking to boost the profitability of your aftermarket services? Consider using agentic AI
For many manufacturers, aftermarket services increasingly account for a significant share of profits, sometimes exceeding those from…
A brief refresher on nonemployee compensation
Businesses and other types of organizations now commonly rely on independent contractors to stay flexible, competitive and…
New provisions for 2026 may affect your tax planning
The many tax-related provisions that went into effect last year after the One Big Beautiful Bill Act…
Increase estate planning flexibility by decanting an irrevocable trust
Irrevocable trusts provide various estate planning benefits, such as reducing estate taxes and helping to ensure assets…
Putting a price on donated goods: What nonprofits need to know
Nonprofits of all sizes often receive donations of tangible property, from clothing and household goods to artwork…
IRS releases guidance on new depreciation deduction
A new but temporary special depreciation allowance for qualified production property (QPP) was created by last year’s…
Preparing your construction business for sale
Selling your construction business is likely one of the biggest financial moves you’ll ever make. And you’ll…
Top Firm Mauldin & Jenkins Recognized as a Best Place to Work in Georgia
ATLANTA, March 20, 2026– Mauldin & Jenkins, a leading assurance, tax and advisory firm, is pleased to…
Before claiming a charitable deduction for 2025, make sure you can substantiate it
If you itemize deductions on your 2025 individual income tax return, you potentially can deduct donations to…
A business valuation is critical to a successful PE transaction
For a business owner, selling the company to a private equity (PE) firm can be one of…
IRS updates model notices for retirement plan rollovers
If your organization sponsors a qualified retirement plan for employees, you’re no doubt aware of the many…
Owning real estate in multiple states can negatively affect beneficiaries
A vacation home, rental property or future retirement residence may play an important role in your long-term…
How many directors does your nonprofit really need?
For nonprofit boards, 2026 looks to be a year of difficult questions. How do you encourage donor…
How the new Trump Accounts for children will work
A new tax-advantaged way to help children build up savings for the future was created by the…
Identifying the true cost of terminating an employee
Among the most difficult choices any employer can face is whether to terminate an employee. Beyond the…
Breaking the Cycle: Moving Beyond Incremental Budgeting
By: Grant Davis, CPA, and David Roberts Is your annual budget process a strategic roadmap or just…
Are you and your spouse considering splitting gifts?
The gift tax annual exclusion allows you to transfer up to $19,000 (for 2026) per beneficiary gift-tax-free,…
Internal red flags that may indicate shaky nonprofit health
With cost-of-living concerns, interest rates and federal funding cuts continuing to be prominent in the headlines, many…