July 21, 2023 Inheriting Stock Or Other Assets? You’ll Receive A Favorable “Stepped-Up Basis” When planning your estate or inheriting assets, it’s essential to understand the “step-up and step down” basis rules. Read More
July 21, 2023 Supplement Your Financial Statements With Timely Flash Reports Here’s how daily or weekly flash reports can help your organization become more responsive to changing market conditions. Read More
July 20, 2023 Asset Protection: How To Shield Your Wealth From Lawsuits And Creditors It's important to protect wealth against frivolous lawsuits or creditors’ claims. Here are a few asset protection strategies. Read More
July 20, 2023 That Email Or Text From The IRS: It’s A Scam! Criminals keep coming up with new ways to try and steal information from taxpayers. Here are a few of their … Read More
July 20, 2023 Do You Need To Shake Up Your Nonprofit’s Culture With New Ideas? Your nonprofit doesn’t have to be on a fast track. But it should foster new ideas and innovation that will … Read More
July 11, 2023 Solo Business Owner? There’s A 401(k) For That Self-employed people: Your business (that is, you) can sponsor a retirement plan just like any other employer with a solo … Read More
July 11, 2023 Turning Receivables Into Cash Collecting cash from customers takes time and patience. To bridge the cash gap, consider these creative strategies. Read More
July 10, 2023 Put Restrictions On Your Large Charitable Gifts For Added Peace Of Mind Put restrictions on your gifts to ensure that your donations are used to fulfill your intended charitable purposes. Read More
June 29, 2023 You’ve Been Asked To Serve As Executor, Now What? A loved one or close friend may ask you to be the executor of his or her estate. Before you … Read More
June 29, 2023 How To Get The Attention Of High-Net-Worth Philanthropists Target high-net-worth donors for significant nonprofit gifts. Use these strategies to discover and engage wealthy philanthropists. Read More
June 29, 2023 Cultivate Connections With A Well-Used CRM System Business owners: You’ve probably heard about CRM software. Consider investing in it or, if you already have, make sure it’s … Read More
June 29, 2023 The Best Way To Survive An IRS Audit Is To Prepare Don’t panic if you get an IRS letter stating your tax return is being audited. Here are the latest IRS … Read More
