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Posts (787) July 1, 2024 Beware These 5 Estate Planning Pitfalls Pitfalls abound when creating and maintaining an estate plan. Here are five estate planning pitfalls to be especially aware of. Read More July 19, 2024 Providing for Multiple Generations Using a Dynasty Trust Planning for the future is a top priority for high-net-worth individuals, family business owners, and estate planners. One powerful tool to consider in your estate planning arsenal is the Dynasty Trust. This innovative financial instrument not only ensures that your wealth is preserved but also that it benefits multiple generations to come. What is a… Read More October 15, 2020 Your Nonprofit May Have A License To Print Money In this pandemic year, many not-for-profits are scrambling to find new sources of revenue to replace donor contributions and other lost income. If this sounds like your charity, you might want to consider licensing your name and brand to a for-profit business. Ensuring success When licensing arrangements work, both charities and companies can experience significant… Read More March 30, 2020 CARES Act Coronavirus (COVID-19) Relief to Businesses The CARES Act includes several tax-related provisions to help businesses survive the coronavirus (COVID-19) pandemic. Read More December 20, 2019 The More You Know: Automatic Enrollment Notices Many retirement plans today provide automatic enrollment for employees, meaning the plan sponsor initiates enrollment into the retirement plan on behalf of the employee Read More January 15, 2018 Financial Statements Can Be Used for Valuation Financial statements aren’t just for lenders and investors. With the help of a valuation pro, owners and managers can take them to the next level. Read More December 18, 2014 7 Ways to Prepare Your Startup to Scale Up Are you a startup founder who’s eager to scale your business? Make sure you make these preparations first. Read More January 20, 2018 Disclosures Critical to Transparent Financial Reporting Do you read the fine print in financial statement footnotes? It’s often worth the effort. Read More January 23, 2018 Can You Deduct Home Office Expenses? You might be able to deduct home office expenses for 2017 but not 2018. The difference may depend on whether you’re an employee or self-employed. Read More January 24, 2018 Collaborating For A Cause: Nonprofit Alliances Before forming an alliance with another organization, ensure that it shares your nonprofit’s values and is able to live up to its financial commitments. Read More January 22, 2018 SD Mayer Raises $15,000 for North Bay Fire Relief Efforts SD Mayer & Associates, an accounting and advisory services solutions provider, today announced that it raised $15,000 for North Bay fire relief efforts. Read More February 1, 2018 How Nonprofits Can Regain Their Tax-Exempt Status If your nonprofit has lost its tax-exempt status, you can apply to regain your status by filing Form 1023 or 1024. Here’s how to support your application. Read More Load more Page 58 of 82« First«...102030...5657585960...7080...»Last »
July 1, 2024 Beware These 5 Estate Planning Pitfalls Pitfalls abound when creating and maintaining an estate plan. Here are five estate planning pitfalls to be especially aware of. Read More
July 19, 2024 Providing for Multiple Generations Using a Dynasty Trust Planning for the future is a top priority for high-net-worth individuals, family business owners, and estate planners. One powerful tool to consider in your estate planning arsenal is the Dynasty Trust. This innovative financial instrument not only ensures that your wealth is preserved but also that it benefits multiple generations to come. What is a… Read More
October 15, 2020 Your Nonprofit May Have A License To Print Money In this pandemic year, many not-for-profits are scrambling to find new sources of revenue to replace donor contributions and other lost income. If this sounds like your charity, you might want to consider licensing your name and brand to a for-profit business. Ensuring success When licensing arrangements work, both charities and companies can experience significant… Read More
March 30, 2020 CARES Act Coronavirus (COVID-19) Relief to Businesses The CARES Act includes several tax-related provisions to help businesses survive the coronavirus (COVID-19) pandemic. Read More
December 20, 2019 The More You Know: Automatic Enrollment Notices Many retirement plans today provide automatic enrollment for employees, meaning the plan sponsor initiates enrollment into the retirement plan on behalf of the employee Read More
January 15, 2018 Financial Statements Can Be Used for Valuation Financial statements aren’t just for lenders and investors. With the help of a valuation pro, owners and managers can take them to the next level. Read More
December 18, 2014 7 Ways to Prepare Your Startup to Scale Up Are you a startup founder who’s eager to scale your business? Make sure you make these preparations first. Read More
January 20, 2018 Disclosures Critical to Transparent Financial Reporting Do you read the fine print in financial statement footnotes? It’s often worth the effort. Read More
January 23, 2018 Can You Deduct Home Office Expenses? You might be able to deduct home office expenses for 2017 but not 2018. The difference may depend on whether you’re an employee or self-employed. Read More
January 24, 2018 Collaborating For A Cause: Nonprofit Alliances Before forming an alliance with another organization, ensure that it shares your nonprofit’s values and is able to live up to its financial commitments. Read More
January 22, 2018 SD Mayer Raises $15,000 for North Bay Fire Relief Efforts SD Mayer & Associates, an accounting and advisory services solutions provider, today announced that it raised $15,000 for North Bay fire relief efforts. Read More
February 1, 2018 How Nonprofits Can Regain Their Tax-Exempt Status If your nonprofit has lost its tax-exempt status, you can apply to regain your status by filing Form 1023 or 1024. Here’s how to support your application. Read More