Part of our job as advisors is explaining important issues in the simplest possible terms and laying out possible strategies and solutions. We’re not looking to confuse you—we’re here to enlighten you and expand your understanding. Bookmark this page or subscribe to our weekly newsletter for a steady stream of helpful articles.
Meals provided by employers—such as free lunches, breakroom snacks, or food for employees working late or overtime—were treated favorably under tax rules for many years. Starting in 2026, however, those
A quiet or “silent” trust is one of the more nuanced tools available when estate planning. As its name suggests, a quiet trust keeps beneficiaries (most often children or young
If your organization operates on a calendar year basis, it is time to begin thinking about your non-profit budgeting strategies for the year ahead. Whether you start from scratch every
Since the COVID-19 pandemic, many organizations have adopted hybrid work models and are still working to find a balance between allowing employees to work remotely from home while also requiring
The One Big Beautiful Bill Act (OBBBA) brought a lot of new changes when it was enacted in July. One of those changes alters how tip income and overtime income
You may find yourself facing challenging and unique tax issues if you and your spouse operate a profitable unincorporated small business together. The Partnership Issue An unincorporated business with your
As foreign tariffs begin to take effect, your company’s supply chain could become vulnerable to supply chain fraud. During the COVID-19 pandemic, due to supply shortages and an abrupt switch
The cost of sponsoring a qualified cost-effective retirement plan can be intimidating for an organization. Not having one available makes it difficult to compete for talent and retain employees once
Business decisions such as launching a new product line, investing in new equipment, or changing pricing structure are considered major changes and should never be made based on gut instinct.
A custodial account is often a very useful option when considering opening an investment account for your minor child or grandchild when helping them save for the future. Until the
When organizing your non-profit board retreat, consider board members’ time and help them make the most of it by picking the right non-profit board retreat topic to discuss. The quickest
For many organizations, summer ending means budget season and planning for the new year. This season can bring stress, contention, and sometimes even disappointment as your budget begins to take
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