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.
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
On January 26, the IRS is opening the filing season for 2025 individual income tax returns. Although IRS staffing has been significantly reduced since last year, this is about the
When valuing a business using the market approach, the premise is generally straightforward: A company’s value can be derived from the prices others pay for similar businesses. However, this technique
Every year by January 31, businesses must provide certain information to workers and submit it to the federal government. This year, however, January 31 falls on a Saturday, so the
Make sure you don’t miss out on any important tax deadlines in 2026. Review this 2026 tax calendar of when various tax related forms, payments, and other actions are due,
Fixed numbers and historical facts aren’t the sole proponents of financial statements. Instead, financial statements often rely on accounting estimates. Management gathers accounting estimates by giving their best judgements about
One way employers can attract and retain talent is through a competitive benefits package, and there’s now a new option to consider from last year’s One Big Beautiful Bill Act
Family members can challenge estate planning documents or contest a loved one’s will upon a death. However, there are steps you can take to lessen the chances of this happening
Our CPAs and advisors are a great resource if you’re ready to learn even more.
