Four Tips for Incentive Trusts
Estate planning isn’t just about passing wealth down to the next generation. For many, it’s also about passing down values and to encourage their children to lead responsible, productive, and
Estate planning isn’t just about passing wealth down to the next generation. For many, it’s also about passing down values and to encourage their children to lead responsible, productive, and
In non-profit organizations, it is common for mission drift to occur. If an organization has been active for a long time, there may be new and evolving changes that can
Unemployment has recently been holding steady at 3.7%. However, there are still some people losing their jobs — particularly in technology and media related industries. Taxes are most likely the
In 2023, the number of business bankruptcies increased 40.4%, jumping from 13,481 to 18,926, according to recent statistics from the Administrative Office of the U.S. Courts. Solvency opinions can assist
Employers have long helped employees with retirement savings and making sure that they have insurance, however there is an immediate need for money in case of financial emergencies. To address
Financial statements are critical to know how well your organization is doing financially. In addition to helping management make organizational decisions, end-of-year financial statements may be required by investor or
The U.S Department of Labor (DOL) has changed its rules for deciding if someone is an independent contractor or an employee under the Fair Labor Standards Act (FLSA). These rules
April 15th is an important day for taxes! Not only is it the deadline to file a 2023 income tax return and pay any taxes due, but it’s also the
Even if your non-profit organization rarely needs to reimburse staffers, board members, or volunteers, there still may be times that reimbursement requests appear. Do you know how to handle these
Many organizations need external funding to either launch or expand. Often, they can obtain the needed capital through commercial loans or other lenders. If you and your organization’s leaders believe