News & Insights
Recent Posts
- 6 Signs Your Finance Team Is Operating in Survival Mode
- Maner Wealth Named to National Wealth Magnets List for Third Consecutive Year
- How to Strengthen Your Nonprofit’s Cash Flow
- Beware of Potential Tax Issues When Selling Self-Created Intangibles
- Should You Make After-Tax, Non-Roth 401(k) Contributions?
- The Business Lifecycle Part 3: The Growth Stage
- Managing Overhead Costs Today
- Midyear is a Good Time to Update Your Business’s Strategic Plan
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Selecting a Qualified Auditor for Your Employee Benefit Plan
Does your organization offer health care and retirement benefits for its employees? Benefit plans with 100 or more participants are generally required to have their annual reports audited under the…
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Utilizing QuickBooks to its Fullest Potential
By: Madison Reavis After evaluating different accounting software options, you have chosen Intuit’s QuickBooks Online as the most suitable choice for your small business or nonprofit. The decision was likely…
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The Importance of Pre-Death Estate Planning
By: Jen Danko Planning for the future is a responsibility we all share. One crucial piece of crafting a solid life plan that often gets overlooked is estate planning. …
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Plan Sponsor Alert: Despite Growth, HSAs Largely Untapped for Retirement Savings
Healthcare is a major cost in retirement, yet many people don’t plan effectively for it. Fidelity’s annual Retiree Health Care Cost Estimate showed that in 2022, an average retired couple…
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Virtual Currency Lands in the IRS’s Crosshairs
While the value of virtual currency continues to fluctuate, the IRS’s interest in it has only increased. In 2021, for example, the agency launched Operation Hidden Treasure to root out…