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.
Financial statements are essential for evaluating performance, planning for growth, and managing risk. However, many business owners, board members, donors, and investors do not have formal accounting training. Presenting financial
Based on changing circumstances, powers of appointment allow a trusted individual, considered the “holder,” to adjust how assets are distributed after your death. Marriages, births, financial needs, tax laws, or
Summer internships can be a valuable way for students to gain experience and for employers to build a future talent pipeline. However, internship programs also come with wage and payroll
When it comes to facing challenges in your non-profit, specialized expertise, broader community representation, or fundraising connections beyond what your governing board provides may be necessary. One effective way to
According to the U.S. Bureau of Labor Statistics, the U.S. inflation rate was 3.8% from April 2025 to April 2026. Planning and forecasting may have become challenging due to prices
Qualifying for a deduction when donating artwork to a charity depends on several factors such as how the piece will be used and the type of organization receiving the piece.
A small behavioral change in an employee could mark the beginning of occupational fraud. For instance, an accounting staffer may access vendor records outside of normal working hours or a
Even if you consider your business to be big, the government may not always agree when they classify it for tax purposes. Qualifying as a “small business” could open the
Late customer payments and outstanding invoices can create budget disruptions, increase borrowing needs, make it harder to plan for growth, and create temporary cash shortages if they continue over time.
The substantial cost of long-term care (LTC) is one of the greatest risks to your estate plan. Services such a nursing home stays or home health aides can very quickly
For professionals, deciding which memberships deserve a place in a budget is a key factor in reevaluating recurring expenses. Members are beginning to expect a personalized experience, flexible engagement options,
It can be difficult to determine which insurance products and how much coverage you need given potential threats to your business’ assets, cash flow, and human resources. Inadequate coverage or
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