News & Insights
Recent Posts
- 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
- The Pros and Cons of Alternative Investments for Nonprofits
- The Audit Findings That Never Seem to Go Away – And How Municipalities Can Fix Them
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Year-End Giving: Why Donating Appreciated Securities May Be Your Smartest Move in 2025
As the holiday season and year-end approach, many clients are considering how best to support their favorite charities. While cash gifts are always welcome, donating appreciated securities —such as stocks,…
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Reviewing the September 2025 Markets
The Investing Cycle Advances in computing, semiconductors, medicine, and energy have been key drivers of the current business cycle. Many of the world’s largest corporations are investing heavily in new…
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How Will the Changes to the SALT Deduction Affect Your Tax Planning?
The One Big Beautiful Bill Act (OBBBA) shifts the landscape for federal income tax deductions for state and local taxes (SALT), albeit temporarily. If you have high SALT expenses, the…
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Understanding the Saving Implications of New Trump Accounts for Children
The One Big Beautiful Bill, enacted on July 4, 2025, establishes a new savings vehicle called “Trump Accounts” for children, featuring unique characteristics that distinguish it in the landscape of…
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What You Need to Know About the New IRS Payment Process
By Josh Dekam In March 2025, President Trump signed an executive order that would phase out the ability to make payments or receive refunds through a paper check by September…