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.
Authored By: Patti Callaway The Problem Employers Face As an employer, you want to support your team and stay compliant with the law. But when a wage garnishment order lands
Authored By: Sara E. Choate, SPHR, SHRM-SCP The Challenge of Small Administrative Teams If you work at a community bank or credit union, you probably know the drill: small team,
It’s typical that when estate planning, families consider different strategies to provide financial security to their loves ones and mitigate tax liability. These include making gifts during your lifetime or
All types of occupational fraud are constantly happening in organizations everywhere. According to the Association of Certified Fraud Examiners’ Occupational Fraud 2024: A Report to the Nations, Occupational fraud cost
When looking to buy new equipment or expanding a facility for your non-profit, it’s important to understand when you should and should not apply for a loan. Maybe you are
Are you age 50 or older? If so, you’re eligible to boost your retirement savings through additional “catch-up” contributions to your tax-advantaged retirement account(s). These extra contributions can provide more
Using the income approach to value a business can seem straightforward on paper. The process seems simple: estimate future earnings and then apply a risk-based discount rate to calculate present
Employer-provided meals—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 rules will
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
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