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Posts (787) March 8, 2024 4 Ways To Make An Incentive Trust More Effective An effective incentive trust requires a balance between achieving your desired outcomes and allowing your loved ones to lead their lives. Read More March 8, 2024 Spotlight On Auditor Independence External auditors are supposed to be public watchdogs who are “independent” of their audit clients, both in appearance and in fact. Here’s why independence and ethics are at the forefront of stakeholder concerns today. Read More March 17, 2024 Making The Most Of Your Nonprofit’s Social Media Accounts Maintaining a social media presence is a must for nonprofits these days. But you also want your efforts to be effective. Learn how to evaluate platform use and protect your reputation online. Read More March 18, 2024 What Are Your Options To Fund Long-Term Care Expenses? Few things can upend an estate plan like unplanned long-term care expenses. Here are ways to fund those expenses. Read More April 4, 2024 Tax Deadline: File For An Extension If You’re Not Ready The April 15 tax deadline is approaching, but what if you’re not ready to file? There are some simple steps you can take to avoid steep penalties. Read More April 11, 2024 Keep These 3 Issues In Mind After You File Your Return Once your 2023 tax return has been filed, you can breathe a sigh of relief. But there still may be some tax issues to consider. Here are three of them. Read More April 16, 2024 Board Committees Can Help Make Time For Critical Work Prospective nonprofit board members commonly cite time constraints as a reason not to join. The same goes for current members who resign. Make it easier for qualified individuals to focus their talents with committee work. Read More April 22, 2024 IRS Guidance On Tax Treatment Of Energy Efficiency Rebates The IRS has offered guidance regarding the tax treatment of energy efficiency rebates introduced by the Inflation Reduction Act. Read More April 23, 2024 Can A Split Annuity Strategy Help You Achieve A Balance In Retirement? A split annuity can provide peace of mind by offering a fixed income stream during retirement while preserving your wealth for your loved ones after you’re gone. Read More May 9, 2024 When Providing For Your Children, One Trust May Be Better Than Two It’s important to keep in mind that treating your children “fairly” in your estate plan doesn’t always mean you’re treating them “equally.” This is where a pot trust can help. Read More June 5, 2024 Unlock The Power Of Conversational Marketing Business owners: If you’re looking for a fresh approach to connecting to customers and prospects, you might want to consider “conversational marketing.” Read More June 5, 2024 Gather Information from Clients Without Triggering Survey Fatigue Distributing online surveys to clients can help you gather vital data. But it may not be enough. Learn how you can get better and more insightful feedback about your programs. Read More Load more Page 51 of 82« First«...102030...4950515253...607080...»Last »
March 8, 2024 4 Ways To Make An Incentive Trust More Effective An effective incentive trust requires a balance between achieving your desired outcomes and allowing your loved ones to lead their lives. Read More
March 8, 2024 Spotlight On Auditor Independence External auditors are supposed to be public watchdogs who are “independent” of their audit clients, both in appearance and in fact. Here’s why independence and ethics are at the forefront of stakeholder concerns today. Read More
March 17, 2024 Making The Most Of Your Nonprofit’s Social Media Accounts Maintaining a social media presence is a must for nonprofits these days. But you also want your efforts to be effective. Learn how to evaluate platform use and protect your reputation online. Read More
March 18, 2024 What Are Your Options To Fund Long-Term Care Expenses? Few things can upend an estate plan like unplanned long-term care expenses. Here are ways to fund those expenses. Read More
April 4, 2024 Tax Deadline: File For An Extension If You’re Not Ready The April 15 tax deadline is approaching, but what if you’re not ready to file? There are some simple steps you can take to avoid steep penalties. Read More
April 11, 2024 Keep These 3 Issues In Mind After You File Your Return Once your 2023 tax return has been filed, you can breathe a sigh of relief. But there still may be some tax issues to consider. Here are three of them. Read More
April 16, 2024 Board Committees Can Help Make Time For Critical Work Prospective nonprofit board members commonly cite time constraints as a reason not to join. The same goes for current members who resign. Make it easier for qualified individuals to focus their talents with committee work. Read More
April 22, 2024 IRS Guidance On Tax Treatment Of Energy Efficiency Rebates The IRS has offered guidance regarding the tax treatment of energy efficiency rebates introduced by the Inflation Reduction Act. Read More
April 23, 2024 Can A Split Annuity Strategy Help You Achieve A Balance In Retirement? A split annuity can provide peace of mind by offering a fixed income stream during retirement while preserving your wealth for your loved ones after you’re gone. Read More
May 9, 2024 When Providing For Your Children, One Trust May Be Better Than Two It’s important to keep in mind that treating your children “fairly” in your estate plan doesn’t always mean you’re treating them “equally.” This is where a pot trust can help. Read More
June 5, 2024 Unlock The Power Of Conversational Marketing Business owners: If you’re looking for a fresh approach to connecting to customers and prospects, you might want to consider “conversational marketing.” Read More
June 5, 2024 Gather Information from Clients Without Triggering Survey Fatigue Distributing online surveys to clients can help you gather vital data. But it may not be enough. Learn how you can get better and more insightful feedback about your programs. Read More