February 14, 2024 Get Ready For The 2023 Gift Tax Return Deadline April 15 isn’t only the income tax return deadline, it’s also the gift tax return deadline for people who made … Read More
February 14, 2024 Why Having Too Much Cash May Be Bad For Business Businesses often stockpile cash during times of uncertainty. But this could be an inefficient, and costly, use of capital. Here’s … Read More
February 8, 2024 Addressing Your Elderly Parents in Your Estate Plan in 5 Steps If you’d like to better address your elderly parents’ needs in your estate plan, consider taking these steps. Read More
February 8, 2024 Internal Hiring Can Help Fill Your Nonprofit’s Open Job Positions Does your nonprofit have open job positions it’s struggling to fill? The tight labor market may be to blame. Here’s … Read More
February 8, 2024 How Businesses Can Reinvigorate Strategic Planning Business owners: Make sure you don’t put off strategic planning for too long. Here are some ways to make the … Read More
February 7, 2024 Married and Filing Jointly Or Separately: What’s The Difference? Is it better for a married couple to file a joint tax return or file separately? It depends. Here’s a … Read More
February 7, 2024 Inventory Management Systems: What’s Right For Your Business? Carrying too much inventory can be costly. Here are two alternative inventory management systems that could reduce your business’s inventory … Read More
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