July 17, 2024 Monitoring Journal Entries For Financial Statement Fraud What has your organization done to minimize the risk of financial misstatement? Audits can be an effective antifraud control. Here’s … Read More
July 17, 2024 Does a FAST Make Sense for Your Estate Plan? Including a family advancement sustainability trust (FAST) in your estate plan can better ensure your wealth is used responsibly by … Read More
July 17, 2024 Outsourcing HR to Help Understaffed, Overworked Nonprofits What factors should your nonprofit consider when outsourcing HR work? We look at benefits and drawbacks of outsourcing, as well … Read More
July 17, 2024 3 Areas of Focus for Companies Looking to Control Costs Business owners: As you know, controlling costs is both fundamental and challenging. Here’s a look at three specific areas that … Read More
July 17, 2024 Planning Your Estate? Don’t Overlook Income Taxes The federal estate tax exemption is currently $13.61 million, so you may want to think more about saving income taxes … Read More
July 17, 2024 Why Bookkeeping Provides a Solid Foundation for Financial Reporting Do you know the difference between bookkeeping and accounting? We’ll explain why your bookkeeper plays a key role in the … Read More
July 9, 2024 How Your Board Should Evolve Over Your Nonprofit’s Life Much like the nonprofits they support, boards of directors evolve over time. Or at least they should. Learn what nonprofit … Read More
July 9, 2024 Could a 412(e)(3) Retirement Plan Suit Your Business? Business owners: If you’re ready to sponsor a qualified retirement plan, and your situation meets certain criteria, the little-known 412(e)(3) … Read More
July 9, 2024 How a Self-Directed IRA Can Benefit Your Estate Plan — But Know the Risks Self-directed IRAs offer the same estate planning benefits as traditional IRAs, but they allow you to transfer a wider variety … Read More
July 9, 2024 Qualified Charitable Distributions Can Benefit You Here’s a strategy for older taxpayers who are charitably minded and also must take required minimum distributions from their traditional … Read More
July 1, 2024 A Comprehensive Guide to Auditing Warehouse Operations Auditing warehouse operations for inefficiencies can help improve productivity and boost profits. Experienced outsiders may be able to spot potential … Read More
July 1, 2024 Beware These 5 Estate Planning Pitfalls Pitfalls abound when creating and maintaining an estate plan. Here are five estate planning pitfalls to be especially aware of. Read More
