News & Insights
3 Tips to Streamline Your Accounting Processes
November 5th, 2025
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Financial Statement & Audit Preparation |
Reporting & KPIs |
Small & Midsize Businesses
Whether you operate a for-profit business or a not-for-profit organization, strong accounting practices are essential for maintaining financial health and making informed decisions. These include creating budgets, monitoring results, preparing […]
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Make Recruiting Volunteers a Community Affair
November 3rd, 2025
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Nonprofit
For many people, autumn is a time to start fresh. Kids are back in school and adults may have more time to pursue new hobbies and interests before the rush […]
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Should Your Business Maximize Deductions for Real Estate Improvements Now or Spread Them Out?
October 30th, 2025
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Tax Credits |
Affordable Housing |
Construction |
Small & Midsize Businesses
Commercial real estate usually must be depreciated over 39 years. But certain real estate improvements — specifically, qualified improvement property (QIP) — are eligible for accelerated depreciation and can even be […]
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It’s Not Too Late to Participate in Giving Tuesday
October 28th, 2025
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Tax Credits |
Nonprofit
Does your nonprofit routinely participate in the annual online fundraiser Giving Tuesday? If so, you know it’s a can’t-miss opportunity to raise money and awareness about your organization and mission. […]
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Year-End Giving: Why Donating Appreciated Securities May Be Your Smartest Move in 2025
October 27th, 2025
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By Nate Whitson |
High Net Worth |
Tax Credits |
Wealth Management |
High Net Worth
As the holiday season and year-end approach, many clients are considering how best to support their favorite charities. While cash gifts are always welcome, donating appreciated securities —such as stocks, […]