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.
A good tool that helps non-profits balance today’s funding needs with tomorrow’s financial stability is a non-profit spending policy. Review your current approach now to evaluate if it supports your
Effective fraud prevention begins at the top with the board of directors. Engaged audit committees or advisory boards help to protect your organization form the risk of internal and external
Strengthening financial performance can be achieved in other ways beyond increasing revenue. One option is taking a closer look at operating expenses and determining if each dollar spent delivers value.
Unemployment taxes, whether federal or state, can easily be regarded as fixed costs. However, you may be able to control these costs and other claims more than you may think.
As of July 4, 2026, Section 530A accounts, also known as “Trump accounts,” are available for contributions. These accounts are custodial, tax advantaged accounts opened by a parent or guardian
Non-profit mergers can provide organizations with many benefits. However, this is only successful when organizations complete their due diligence and work through the process with clear goals. Take a look
Business owners face no shortage of uncertainty, and planning is challenging due to factors like persistent inflation, evolving trade policies, cybersecurity threats, and ongoing geopolitical tensions. While it’s impossible to
Summer is a good time to review whether your income, deductions, and investment activities are lining up as expected and determine if you qualify for these tax saving opportunities. Your
An important consideration for small business owners is whether to use the cash or accrual accounting methods for federal income tax purposes. For larger entities, the accrual method is required.
Revisiting your estate plan is a good summer activity, especially if you plan to see friends and family on vacations or at special gatherings. If you own a closely held
One way many employers stay competitive on the job market and responsive to participants’ needs is occasionally fine tuning their 401(k) plans. Adding a Roth 401(k) feature is a great
A major threat facing small and midsize businesses is fraud. Audits can help business owners identify anomalies and deter would be fraudsters, even though they aren’t necessarily designed to uncover
Our CPAs and advisors are a great resource if you’re ready to learn even more.
