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A successful fundraising campaign can generate donor commitments that extend well beyond the current year. But when should those pledges appear in your non-profit’s financial statements, and how should they
Uncovering financial discrepancies through lifestyle analysis can provide valuable insights when reported income, assets, and spending patterns don’t align. In fraud investigations, divorce proceedings, business disputes, and other financial matters,
Audit preparation works best when it starts well before fieldwork. Giving your accounting team and external auditor time to discuss significant transactions, reconcile accounts, and gather supporting documentation can help
Estate planning can carry added significance when a child, spouse, or other loved one has a disability. Leaving assets directly to that person, even with good intentions, could affect their
Strong portfolio performance can bring tax considerations beyond capital gains. For some taxpayers, higher investment income may also trigger the 3.8% net investment income tax (NIIT). The NIIT has applied
Selling a business can create a significant tax bill, but receiving the purchase price over time may allow some sellers to defer a portion of the taxable gain. An installment
Board minutes are more than an administrative task. They provide the official record of how your non-profit’s governing body exercised its authority, and they may become important during an audit,
Customers often expect quick, personalized service from the businesses they use, and now there are and artificial intelligence (AI) tools to help businesses respond faster, organize customer requests, and give
The value of an operating business often depends on two key components: the future economic benefits the business is expected to generate, and the rate of return hypothetical investors require
The Doug LaMalfa Federal Disaster Tax Relief Certainty Act, signed into law by President Trump September 11, 2026, extends certain federal tax relief for individuals affected by qualifying federally declared
Fraud risks can shift as your business grows, operations change, and external conditions evolve. Controls that once worked may no longer fit if you have added employees, revised payment methods,
If your estate plan includes gifts, bequests, or other transfers to grandchildren, great-grandchildren, or other beneficiaries decades younger than you, the generation-skipping transfer (GST) tax deserves careful attention. Without thoughtful
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