November 28, 2022 Operating Reserves Can Help Cushion Financial Blows Building or replenishing nonprofit operating reserves can take time. But you need a financial cushion, particularly when the economic future … Read More
November 23, 2022 Instill Family Values With A FAST Turn to a family advancement sustainability trust (FAST) to better ensure your wealth is used responsibly by loved ones. Read More
November 23, 2022 Year-End Charitable Contributions Here are the basic 2022 rules for charitable contributions to ones favorite charity and gifts to loved ones. Read More
November 23, 2022 Nonprofit Accounting Processes Are Essential Not-for-profit entities may not focus on earnings per share, but that doesn’t mean they can afford to neglect their accounting … Read More
November 23, 2022 Understand Your Spousal Property Rights Updating your estate plan after a second marriage is a must-do. Before taking action, learn your state’s laws regarding spousal … Read More
November 18, 2022 Protecting Your Nonprofit From Cybercriminals There are many low-cost (and even free) cybersecurity tools available to nonprofits, so don’t take the risk of going unprotected. … Read More
November 18, 2022 Start-Ups Needs A Sensible Budget Are you thinking about launching a start-up? Or do you just want to get back to the basics of good … Read More
November 18, 2022 How Savings Bonds Are Taxed Contact us if you have any questions about savings bond taxation. Read More
November 18, 2022 Preparing For Year-End Inventory Counts A physical inventory count gives a snapshot of how much inventory your company has on hand at year end. Are … Read More
November 18, 2022 Reduce Your Business’s Year-End Tax Bill As 2022 winds down, now is the time for your business to take stock of its tax situation and implement … Read More
November 11, 2022 Annual Gift Tax Exclusion Amount Increases For 2023 If you have a large family, making annual exclusion gifts to loved ones is a quick way to reduce your … Read More
November 9, 2022 How Should Your Marketing Strategy Change? In 2023, your company will need a comprehensive, nuanced marketing strategy to address the economic challenges facing businesses and customers … Read More
