
News & Insights
News
Insights
Recent Posts
- Restricted Gifts and Your Nonprofit’s Responsibility
- Charitable Contribution Deductions: What to Know for Your 2026 Tax Return
- Expecting a Big Revenue Year? Consider Tax Moves Before Year End
- Make More Timely Business Decisions with Interim Financial Reports
- When the Record Matters: Better Board Minutes for Nonprofits
- Consider an Installment Sale to Optimize Taxes When Selling Your Business
- 5 Year-End Tax Planning Strategies for Businesses
- 5 Tax-Smart Ways to Take Cash Out of Your C Corporation
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The Benefits of Outsourced Accounting for Expanding Businesses
INDUSTRIES: Affordable Housing | Cannabis | Construction | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsA technology startup managed all their bookkeeping, reporting, and other accounting matters with a small team in-house. As their company started to show success, they experienced rapid growth led by…
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Timelines: 3 Ways Business Owners Should Look at Succession Planning
INDUSTRIES: Affordable Housing | Cannabis | Construction | Employee Benefit Plans | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsBusiness owners are rightly urged to develop succession plans so their companies will pass on to the next generation, or another iteration of ownership, in a manner that best ensures…
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Federal Regulators Expand Overtime Pay Requirements, Ban Most Noncompete Agreements
SERVICE: AccountingINDUSTRIES: Affordable Housing | Cannabis | Construction | Employee Benefit Plans | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsThe U.S. Department of Labor (DOL) has issued a new final rule regarding the salary threshold for determining whether employees are exempt from federal overtime pay requirements. The threshold is…
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Data Dashboard & Visualizations: Utilizations for Success
SERVICE: ConsultingINDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsHave you ever felt lost in a sea of data – trying to make sense of numbers from various spreadsheets, emails and messy dashboards that don’t integrate with one another?…
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Watch Out for IRD “Income in Respect of a Decedent” Issues When Receiving an Inheritance
SERVICE: Wealth ManagementINDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsMost people are genuinely appreciative of inheritances, and who wouldn’t enjoy some unexpected money? But in some cases, it may turn out to be too good to be true. While…