June 29, 2023 Putting The “Public” Back In Your Nonprofit’s PR Efforts For a public charity, good PR means regularly utilizing the media to share achievements, hurdles and possibilities with potential supporters. Read More
June 28, 2023 Should You Consider A SLAT Trust? A spousal lifetime access trust offers the ability to capitalize on the current federal gift and estate tax exemption while … Read More
June 28, 2023 Why Can’t My Profitable Business Pay Its Bills? From utilities and payroll to taxes and supplies, there’s always a bill that needs to be paid when you own … Read More
June 27, 2023 Is QuickBooks Right For Your Nonprofit? Nonprofits: Here’s how QuickBooks can help you track your progress toward achieving financial targets for 2023 and beyond. Read More
June 23, 2023 Married and Not Earning Compensation? Consider a Spousal IRA If you’re married and don’t earn compensation, you may be eligible for a spousal IRA. Here are the rules for … Read More
June 23, 2023 Virtual Currency Lands In The IRS’s Crosshairs If you do business with virtual currency, it’s time to bone up on related tax requirements. The IRS is paying … Read More
June 23, 2023 Overcoming Benchmark Resistance In Your Nonprofit Who needs benchmarking? You, your nonprofit’s employees and board do! We explain how to measure performance to reach mission-critical goals. Read More
June 23, 2023 In Financial Planning, Forecasts And Projections Aren’t The Same No business owner has a fully functional crystal ball. But a carefully created forecast or projection can help you better … Read More
June 20, 2023 When Can Seniors Deduct Medicare Premiums On Their Tax Returns? Seniors with Medicare insurance (including supplemental) can potentially deduct premium costs and other medical expenses on their tax return. Read More
June 20, 2023 If Your Family Owns a Vacation Home, Address It Carefully In Your Estate Plan Do you know the optimal way to address your vacation home in your estate plan? Read More
June 20, 2023 Commit To Continually Improve Your Nonprofit’s Accounting Processes Accounting inefficiencies and errors can cost your nonprofit time and money. Here’s how to root out and repair less-than-perfect processes. Read More
June 20, 2023 Why Businesses May Want To Consider ESG In Strategic Planning Business owners: Have you encountered the term "ESG"? You may want to consider whether and how the concept applies to … Read More
