News & Insights
Reviewing the August 2025 Markets
September 18th, 2025
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By Michael Nordmann |
Wealth Management |
High Net Worth
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
September 18th, 2025
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Audit |
Audit & Assurance |
Financial Statement & Audit Preparation
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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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 […]