February 7, 2024 Is It Time To Review Your Beneficiary Designations? To better ensure your estate plan works as you intend it to, periodically review (and if necessary revise) your beneficiary … Read More
February 7, 2024 Encouraging Charitable Donors To Include You In Their Estate Plans Planned gifts can provide windfalls to nonprofits. We explain how they work and how you can encourage supporters to include … Read More
February 7, 2024 3 Common Forms Of Insurance Fraud Most businesses can’t operate safely without the right insurance policies. Unfortunately, criminals can abuse those very same policies to commit … Read More
February 7, 2024 If You Gave To Charity, Check For Substantiation Did you make a charitable gift last year and are hoping for a tax break when you file your return? … Read More
January 25, 2024 3 Tips For Making The Financial Statement Audit Smoother How much do you know about the process of preparing audited financial statements? Here’s what your nonprofit can do to … Read More
January 25, 2024 Seeing The Big Picture With An ERM Program Business owners: An enterprise risk management program can help you spot both threats to your company’s well-being and opportunities for … Read More
January 25, 2024 2024 Tax Calendar Reference this tax calendar to learn the 2024 deadlines for various tax-related forms and payments. Read More
January 25, 2024 IRAs: Build A Tax-Favored Retirement Nest Egg How much can you save in an IRA this year and when do you have to start making withdrawals? Here … Read More
January 25, 2024 4 Good Reasons To Turn Down An Inheritance “Thanks, but no thanks.” If you expect to receive an inheritance from a family member but you don’t want it, … Read More
January 19, 2024 Best Practices for M&A Due Diligence Are you contemplating a merger or acquisition in 2024? Comprehensive financial due diligence is the cornerstone of a successful deal. Read More
January 19, 2024 A Power of Attorney Is A Critical Part Of An Estate Plan Who will handle your financial affairs and make medical decisions for you in the event you become incapacitated? The answer … Read More
January 19, 2024 The IRS Unveils ERTC Relief Program for Employers The IRS’s new Voluntary Disclosure Program may provide employers relief from penalties related to ineligible Employee Retention Tax Credit claims. Read More
