News & Insights
Pinched Nonprofits May Want to Free Up Board-Designated Assets
September 16th, 2025
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Strategy and Planning |
Nonprofit
In general, nonprofits can’t use restricted assets for purposes other than those specified by the original donor. Board-designated assets (or board-designated funds) are another matter. These are unrestricted funds that […]
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Understanding Key Estate Planning Acronyms
September 15th, 2025
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Estate Planning |
Wealth Management |
High Net Worth
By Nate Johnson, Tax Associate Estate planning is a complex field, filled with specialized terms and acronyms that can be confusing for both clients and even some professionals. However, understanding […]
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A Tax Guide to Choosing the Right Business Entity
September 10th, 2025
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Tax |
Small & Midsize Businesses
One of the most critical decisions entrepreneurs make when starting or restructuring a business is choosing the right entity type. This choice directly impacts how the business is taxed, the […]
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Renewable Energy Credits: What You Need to Know After the OBBBA
September 10th, 2025
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By Christopher Young |
Tax Credits |
Affordable Housing |
Small & Midsize Businesses
The One Big Beautiful Bill Act (OBBBA) modified several business and individual renewable energy credits included in the Inflation Reduction Act. The OBBBA accelerates the phase-out of several key incentives, […]
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How Do Businesses Report Cloud Computing Implementation Costs?
September 9th, 2025
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Accounting & Outsourced Solutions |
Business Accounting Software
Today, many organizations rely on cloud-based tools to store and manage data. However, the costs to set up cloud computing services can be significant, and many business owners are unsure […]