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Unused 529 College Funds? Explore New Options

Since college is so expensive, many parents begin saving for their children’s education with 529 plans when they’re babies. However, 529 contributions aren’t tax deductible, but they grow each year

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Cash Withdrawal Strategies: Tax-Smart Organizational Payouts

If you’re looking to withdraw cash from your organization at a low tax cost, the easiest way is to give out cash as a dividend. Remember, a dividend isn’t the

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Protect Your Organization Against Fraud Loss In Multiple Locations

Operating your organization across multiple locations poses unique challenges in regard to fraud loss and prevention. You can’t be everywhere at once, so monitoring becomes increasingly difficult with each additional

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IRS Employee Retention Credit Voluntary Disclosure Program: Deadline Approaching

In the wake of unprecedented economic challenges posed by the COVID-19 pandemic, the IRS has implemented various relief measures to support businesses and organizations. One such initiative is the Employee

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More Than A Paycheck: Building & Retaining a Motivated Team

Employers have been told for a while now that simply offering competitive pay isn’t enough for building and retaining a motivated team. A recent survey supports this idea, even though

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Why It’s Important to Get Your Organization’s Year-End Financials Done On Time

Have you finished your organization’s financial statements for the end of the year yet? Organizations that follow the calendar year release these statements by March of the next year. If

Missed the 2023 IRA Contribution Deadline? There Is Still Time!

If you’re gathering documents for your 2023 taxes and worry that you might owe more than you would like, there’s still a chance to reduce it. If you’re eligible, you

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Decoding Tax Deductions: Spouse Travel Expenses

Recent data indicates a resurgence in global business travel post-pandemic. According to a Research and Markets report, the market soared to $665.3 billion in 2022 and is projected to skyrocket

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Protecting Your Non-Profit Against Financial Threats

Non-profit leaders have a lot to worry about, whether it’s inflation, trouble finding employees in a tight labor market, or defending against cyber threats. If predicting finances is more difficult

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Navigating the Intersection: Estate & Family Business Succession Planning

Do you know the proper steps of estate and family business succession planning to help ensure that your family-owned business remains in the family after you’re gone? Planning ahead for