June 18, 2019 Wealth Management for Beginners: Advice from an Expert You’re a middle-income earner with some assets and some serious goals for your future and retirement. You know you’re ready … Read More
June 17, 2019 Fiduciary Duties: What Your Board Needs To Know Can you list your board members’ three main fiduciary duties? More important, can your board members? Here’s a quick rundown … Read More
June 12, 2019 Donating A Vehicle To Charity May Not Be A Taxwise Decision A tax deduction isn’t the only reason for donating a vehicle to charity. But if you’re counting on one, make … Read More
June 11, 2019 Do I Need a Wealth Manager? Questions for Your Consultant If you ask ten of your friends or loved ones what it means to be financially healthy, you’ll probably get … Read More
June 10, 2019 501c6 Associations: Preserve Tax-Exempt Status If your 501(c)(6) association doesn’t know the difference between qualified and nonqualified activities, you could be in trouble. Here’s why. Read More
June 7, 2019 AUP Engagements: Between Audits & Consulting Have you ever heard of an agreed upon procedures (AUP) engagement? This lesser-known attestation service could be a flexible, cost-effective … Read More
June 7, 2019 Measuring Fair Value for Financial Reporting Under GAAP Certain assets and liabilities must be reported at fair value, rather than historic cost. Find out what the term “fair … Read More
June 6, 2019 How Much Money Do I need to Get Started in Wealth Management When is the right time for you to start investing, and how much money do you need for wealth management? … Read More
June 5, 2019 Protect Your Nonprofit By Cross-Training Staff Cross-training, or teaching employees how to do each other’s jobs, can help provide stability to your nonprofit’s operations and advance … Read More
June 4, 2019 The Best 3 Long-Term Tax Strategies For High Income Earners It may not always be glamorous, but a few key long-term tax strategies for high income earners can help you … Read More
May 31, 2019 Ten Reasons to Roll Over Into Your Retirement Plan vs. an IRA Do you have employees in a prior employer’s retirement plan? Should they transfer these assets to a personal IRA or … Read More
May 31, 2019 Updated Rules For Use Of Employer-Provided Vehicles An attractive fringe benefit for some employees is an employer-provided vehicle that can be used for business and personal use. … Read More
