January 22, 2020 Keep Your Nonprofit Afloat With A Leadership Succession Plan If your top executive were to step down tomorrow, would your not-for-profit know how to make a smooth leadership transition … Read More
January 21, 2020 Do You Have A Side Gig? Make Sure You Understand Your Tax Obligations The number of people engaged in the “gig” or sharing economy has grown in recent years, according to a 2019 … Read More
January 21, 2020 Risk Assessment: A Critical Part Of The Audit Process Audit season is right around the corner for calendar-year entities. Here’s what your auditor is doing behind the scenes to … Read More
January 21, 2020 Wealth Management vs Private Banking: What Investors Need to Know Wealth managers and private bankers both work on behalf of high net worth (HNW) families and individuals to provide a … Read More
January 21, 2020 How Many Directors Does Your Nonprofit’s Board Need? State law typically specifies the minimum number of directors a not-for-profit must have on its board. But so long as … Read More
January 15, 2020 IRS Updates Rules For Using Per Diem Rates The IRS recently issued guidance on how businesses, self-employed individuals and qualified employees can use the per diem rules to … Read More
January 15, 2020 3 Last-Minute Tips That May Help Trim Your Tax Bill If you’re starting to fret about your 2019 tax bill, there’s good news — you may still have time to … Read More
January 14, 2020 Gen Z Money Habits & How Wealth Management Needs to Evolve The Great Recession changed everyone’s perceptions of financial markets, retirement planning, and the need to save money. The dramatic … Read More
January 9, 2020 The Art And Science Of Goodwill Impairment Testing Goodwill shows up on a company’s balance sheet when the company has been acquired in a business combination. It represents … Read More
January 9, 2020 New Restructuring Rules May Reduce A Nonprofit’s Filing Burden Is your not-for-profit thinking about merging or otherwise restructuring? Recently, the IRS made the process easier for some organizations. Revising … Read More
January 2, 2020 Financial Management for Entrepreneurs: What You Need to Know When You’re Leading the Way Entrepreneurship means a lot more than starting a new business. It’s a mindset. It’s also influence. You’ve managed to influence … Read More
January 1, 2020 SD Mayer Announces Addition of New Tax Partner Joanne Wiggins-Barros brings more than 20 years of tax and accounting experience serving individuals and small businesses SAN FRANCISCO, CA … Read More
