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Owning real estate such as vacation homes, rental properties, or future retirement residencies play an important role when estate planning. But, if these properties are across multiple states, there may
For family businesses, it’s common to assign positions of authority to relatives and require employees to report to them. However, common doesn’t always translate to good. Having outside input is
This year, your non-profit board will likely face many difficult questions. Among economic uncertainty, how do you secure donor confidence? Is artificial intelligence technology to be trusted? If yes, how
The One Big Beautiful Bill Act created a new tax advantaged way to help children build up savings for the future: Trump Accounts (TA). For U.S. citizen children born between
When fraud occurs in an organization, business owners and leaders usually experiences a range of emotions including anger, bewilderment, and embarrassment. Fraud may imply management incompetence or misplaced trust, often
Before you file your 2025 tax return, consider setting up a tax-advantaged retirement plan if you own a business or are self-employed and haven’t already done so. You could potentially
Would your organization be ready if your CFO happened to leave abruptly? At the beginning of the year, your finance and accounting (F&A) department comes under a microscope. Your internal
In 2026, the gift tax annual exclusion per beneficiary allows you to transfer up to $19,000 gift tax free without tapping into your $15 million lifetime gift and estate tax
Colleges and universities rely on federal and state financial aid programs to make higher education accessible. With that support comes strict oversight. One of the most effective ways to demonstrate
Key Takeaways Effective December 24, 2025, the USPS now defines the postmark date as the date of first automated processing, not the mail drop-off date. Tax filings and payments must
External economic pressures are currently at the forefront of focus for many non-profit leaders as interest rates, federal funding cuts, and the cost of living all continue to be a
For any organization, payroll fraud schemes can be costly and potentially devastating. According to the Association of Certified Fraud Examiners, the median loss from payroll fraud schemes is $50,000. Some
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