News & Insights
News
Insights
Recent Posts
- The Business Lifecycle Part 5: The Expansion Stage
- Worker Misclassification Can Carry Serious Consequences
- Take Control of Working Capital
- Corporate Volunteer Programs: Finding the Right Fit for Your Nonprofit
- Senate Taxwriters Approve Bill to Expand Taxpayer Protections
- Educators May Be Able to Claim 2 Deductions for 2026 Classroom Expenses
- Finance Modernization for Small Businesses: Start With the Work Your Team Does Manually
- Proposed Uniform Guidance Changes: What Nonprofits and Governments Should Know
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Tax-Favored Ways to Build Up a College Fund
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
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
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
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…
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The Value of a Strong Financial Foundation – How Outsourcing Can Set Your Nonprofit Up For Long-Term Success.
Today’s nonprofit sector is faced with a significant transition in demand for services, increased financial pressures, and the need to be flexible in project and program management operations. Nonprofit leaders…