News & Insights
The Long and Short of Succession Planning
July 2nd, 2021
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Succession Planning |
Construction |
Healthcare |
Manufacturing |
Nonprofit |
Small & Midsize Businesses
For many business owners, putting together a succession plan may seem like an overwhelming task. It might even seem unnecessary for relatively young people and have no intention of giving […]
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Tax-Favored Ways to Build Up a College Fund
July 2nd, 2021
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Business Tax Services |
Financial & Retirement Planning |
Tax |
High Net Worth |
Nonprofit |
Small & Midsize Businesses
If you’re a parent with a college-bound child, you may be concerned about being able to fund future tuition and other higher education costs. You want to take maximum advantage […]
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Eligible Businesses: Claim the Employee Retention Tax Credit
July 2nd, 2021
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Business Tax Services |
COVID-19 Relief Services |
Tax |
Tax Credits |
Construction |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
The Employee Retention Tax Credit (ERTC) is a valuable tax break extended and modified by the American Rescue Plan Act (ARPA), enacted in March of 2021. Here’s a rundown of […]
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The Value of KPIs and Data for Nonprofits
May 18th, 2021
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By Sarah Jennings |
Consulting |
Data Analytics |
Reporting & KPIs |
Technology |
Nonprofit
How strategy and wealth management experts can help nonprofits make informed decisions – and showcase data to critical leaders. What are KPIs When running your organization, your gut instinct plays […]
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Nonprofits: Hit Your Targets with Benchmarking
April 13th, 2021
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Consulting |
Reporting & KPIs |
Technology |
Nonprofit
How committed is your not-for-profit organization to benchmarking? Perhaps you think it makes sense in the for-profit sphere, but not as much for charities and other nonprofits. If so, you’re […]