News & Insights
Beyond Boomers: How to Engage Younger Generations
February 20th, 2025
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Nonprofit
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 […]
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Do You Have Excess Business Loss?
February 18th, 2025
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Business Tax Services |
Tax |
Small & Midsize Businesses
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 […]
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Taming the Tax Tangle if You’re Retiring Soon
February 13th, 2025
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Financial & Retirement Planning |
High Net Worth |
Tax |
High Net Worth
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 […]
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Financial Leadership: The Hallmark of High-Performing Local Government Boards
February 10th, 2025
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By Rod Taylor |
Consulting |
Strategic Planning |
Strategy and Planning |
Government
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 […]
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Inflation Reduction Act (IRA) Energy Credits for Affordable Housing
February 7th, 2025
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By Christopher Young |
Tax |
Tax Credits |
Affordable Housing
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 […]