News & Insights
News
Insights
Recent Posts
- What are the Common Warning Signs of Financial Distress?
- Cost vs. Coverage: Renewing Your Business’s Employee Health Plan
- Restricted Gifts and Your Nonprofit’s Responsibility
- Charitable Contribution Deductions: What to Know for Your 2026 Tax Return
- Expecting a Big Revenue Year? Consider Tax Moves Before Year End
- Make More Timely Business Decisions with Interim Financial Reports
- When the Record Matters: Better Board Minutes for Nonprofits
- Consider an Installment Sale to Optimize Taxes When Selling Your Business
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7 Questions Every Business Owner Should Ask About Their Financial Reporting
The reports come in. The month gets closed. The numbers are there. The question is whether they’re showing leadership what it actually needs to see. For many owners, financial reporting does its…
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Accountable Plans: A Smarter Way for Nonprofits to Reimburse Expenses
Accountable plans remain the most tax-efficient way for nonprofits to reimburse employee business expenses. When properly structured and implemented, these plans allow reimbursements to be excluded from employees’ taxable income…
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Tax Mitigation Strategies When Rebalancing Your Investment Portfolio
Large stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios that are out of balance with their desired asset allocation.…
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Why Business Owners Often Feel “In the Dark” About Financial Performance
The information leadership needs to run a business rarely lives in one place. The accounting system has one piece of the picture. Payroll sits somewhere else. Job costing, inventory, project data, or operational reporting…
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What Sets Internal and External Audits Apart — and Why it Matters
Both internal and external audits play vital roles in safeguarding your organization’s financial integrity. They share the common goals of promoting reporting transparency and helping prevent errors and fraud, but…