News & Insights

Beyond Boomers: How to Engage Younger Generations

Facebook Twitter LinkedIn Email

If your nonprofit’s fundraising arm has largely neglected younger generations in favor of Baby Boomers, you may need to revise your outreach strategy. Boomers currently make up the largest demographic […]

READ MORE

Do You Have Excess Business Loss?

Facebook Twitter LinkedIn Email

If an individual taxpayer has substantial business losses, unfavorable federal income tax rules can potentially come into play. Here’s what you need to know as you assess your 2024 tax […]

READ MORE

Taming the Tax Tangle if You’re Retiring Soon

Facebook Twitter LinkedIn Email

Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a long career. Yet the transition may bring a tangle of […]

READ MORE

Financial Leadership: The Hallmark of High-Performing Local Government Boards

Facebook Twitter LinkedIn Email

Why Strong Governance is the Key to Sound Financial Management  Effective local governance is more than just setting policies and approving projects—it requires a deep commitment to financial responsibility. High-performing […]

READ MORE

Inflation Reduction Act (IRA) Energy Credits for Affordable Housing

Facebook Twitter LinkedIn Email

The Inflation Reduction Act (IRA) opened opportunities for businesses and entities to use tax credits to subsidize the purchase and implementation of renewable energy property. The affordable housing sector received […]

READ MORE

Recent Posts