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Accounting credentials aren’t required for board members to provide effective oversight. In most cases, non-profit boards are composed of members from a variety of different backgrounds including fundraising, program delivery,
There comes a time in every organization where leadership will change. Your organization must maintain continuity when key people retire, pursue new opportunities, or become unable to do their job.
Revenue Ruling 59-60 was created by the IRS to outline the methods and factors to consider when valuing a closely held business for federal gift and estate tax purposes. It’s
Mergers and acquisitions (M&A) can create opportunities for business growth, expanded services, and stronger market positioning. They also bring complex financial reporting requirements that should be addressed early in the
Helping to ensure your assets are distributed according to your wishes is the main intention of estate planning. However, circumstances can change in an instance, making it difficult to predict
A crucial part of a non-profit’s overall risk management strategy is insurance. The right non-profit insurance coverage can help your organization stay afloat in times of uncertainty by protecting employees
When it comes to running a business, there are countless responsibilities to juggle and it’s common for bookkeeping to fall to the bottom of the to-do list. However, if you
Even when unemployment is relatively low, job loss can affect workers across many industries. In May 2026, the U.S. unemployment rate was 4.3%, according to the U.S. Bureau of Labor
When different employees handle different parts of a transaction, it can be difficult to detect fraud. If a dishonest manager orchestrates a fraud scheme by instructing several employees to perform
If you own commercial real estate as a real estate developer or a small business owner and are thinking about potentially selling a property, a Section 1031 like-kind exchange may
Inventory management strategies can support cash flow by helping businesses reduce excess stock, lower carrying costs, and align purchasing or production with customer demand. Strategies such as just-in-time inventory management
A trust protector is a person or advisor appointed to oversee certain aspects of a trust and respond when circumstances change. Depending on the trust document, a trust protector may
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