Commit To Fundraising Year-Round
If most of your non-profit’s fundraising energy is focused on the holiday season and year end, it makes sense given that 26% of charitable giving to non-profits happens in December,
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Category: Articles
Review Your Marketing Strategy As Summer Comes To An End
As the end of summer nears, organizational leaders should consider reviewing the overall marketing strategy they’ve completed so far this year. How’s it doing? If it’s not going well, there’s
IRS Announces Roth Rule Delay: Relief for Retirement Savers
On August 25, the IRS unveiled a two-year postponement for the enforcement of SECURE 2.0’s mandatory Roth catch-up rule. This welcomed announcement delivers a sense of reprieve for individuals and
Know The Tax Rules When Selling Your Home For A Big Profit
Home values have increase in recent years for many homeowners across the country. In fact, the median price of existing homes sold in July of 2023 rose 1.9% over July
Protect Your Small Business Against Money Laundering
When criminals profit from unlawful activities, they usually need to conceal or “clean” their proceeds. The purpose of money laundering is to disconnect the illegally acquired funds from illicit sources
The Tax Consequences Of Business Owners Divorcing
Going through a divorce is an inherently stressful process, and for business owners, the complications are further amplified by tax concerns. Your business ownership interest stands as a significant personal
High-Risk Areas In Financial Reporting Identified In PCAOB Report
Last month, the Public Company Accounting Oversight Board (PCAOB) released a report highlighting common instances of audit shortcomings among public companies. However, similar challenges are encountered by private companies while
Portability Extension: New Rules For Estate Tax Planning
In the ever-changing landscape of estate and business taxation, it is crucial to stay informed about the latest developments and opportunities to optimize your financial planning. What is portability, and
The Role of Life Insurance As A Powerful Estate Planning Tool For Nontaxable Estates
Life insurance has held a pivotal function within estate planning for years as it provides a vital source of funds to cover estate taxes and assorted costs. Its significance has
Carefully Consider These Three Critical Factors When Succession Planning
Running a business day-to-day can make it hard to think about the future when the daily demands take priority. And this ‘future’ doesn’t necessarily mean how your tax liability will