News & Insights

Understanding the Saving Implications of New Trump Accounts for Children

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The One Big Beautiful Bill, enacted on July 4, 2025, establishes a new savings vehicle called “Trump Accounts” for children, featuring unique characteristics that distinguish it in the landscape of […]

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Beyond the Numbers: How to Get Your Nonprofit Leadership Team Engaged with Financial Data

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Every nonprofit leader knows the scenario: the finance team delivers pages of figures for budget planning or a quarterly board meeting, yet the conversation falls flat. Leaders flip through thick […]

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What You Need to Know About the New IRS Payment Process

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By Josh Dekam In March 2025, President Trump signed an executive order that would phase out the ability to make payments or receive refunds through a paper check by September […]

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Reviewing the August 2025 Markets

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Strengths and Shifts The economy has grown significantly since the last time it experienced a recession. Household incomes and financial savings stand at all-time highs, underscoring the strength of the […]

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Audit Alert: Beware of Potential Conflicts of Interest

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As year end approaches, many businesses will soon be preparing for their annual audits. One key consideration is ensuring there are no potential conflicts of interest that could compromise the […]

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