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.
Life insurance can play an important role in an estate plan by providing financial resources for the people who depend on you and helping support broader planning goals. The right
Hiring independent contractors can give your business valuable flexibility, particularly when you need specialized experience or support for a short-term project. However, calling someone an independent contractor does not automatically
Teachers and other educators often spend their own money on books, supplies, technology, and other classroom materials. For 2026, eligible educators may have two ways to deduct qualifying unreimbursed expenses.
To attract and retain skilled workers, your small business needs to offer more than competitive pay. Your benefits package matters, too, and benefits with favorable tax treatment can be especially
Volunteers can provide meaningful support for non-profits, helping organizations address staffing gaps, complete important projects, and devote more resources to their missions. In fact, Independent Sector estimated the national value
Antifraud training can help employees recognize how fraud may occur, including attempts to steal business assets, override internal controls, or pressure staff into approving unusual transactions. However, training alone may
Accurate books begin with understanding how financial transactions move through your accounts. While today’s accounting platforms automate much of the double-entry process, knowing the basics of debits and credits can
Do you own an interest in a closely held or family-owned business? A buy-sell agreement can be an important part of your estate plan. This agreement outlines how your ownership
Occupational fraud can occur at any level of an organization, but misconduct by owners and senior executives can be especially costly. These individuals often have greater authority, broader access to
A capital campaign can help non-profits move an ambitious goal closer to reality, but the size and scope of the effort may cause hesitation. These campaigns are not limited to
Contributing as much as possible to tax-deferred retirement accounts such as traditional 401(k)s and IRAs is a common recommendation. Contributions generally are pretax or deductible, and the power of tax-deferred
Trading goods or services without exchanging cash has long been common among small businesses with some even using online barter exchanges to help facilitate trades. Such transactions may help preserve
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