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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Turning State Tax Complexities Into a Plan for Success: The Role of Trusted Advisors
August 29th, 2025
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Audit & Assurance |
Strategy and Planning |
Tax
State tax laws are evolving rapidly, with broadening nexus standards, shifting apportionment rules , aggressive enforcement tactics, and growing divergence from federal standards. As a result, companies operating across multiple U.S. states […]
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5 Ways Businesses Can Assess Health Care Benefits Spending
August 28th, 2025
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Consulting |
Employee Benefit Plans |
Healthcare |
Small & Midsize Businesses
If your business sponsors health care benefits for its employees, you know the costs of doing so are hardly stable. And unfortunately, the numbers tend to rise much more often […]
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The Fiduciary Role in Local Government: Leading with Intention
August 20th, 2025
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By Rod Taylor |
Consulting |
Government
In local government, leadership isn’t just about setting agendas or passing budgets. It’s about making decisions that protect public resources and move the organization forward. That’s the heart of fiduciary […]
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Trimming Your Nonprofit’s Meeting and Fundraiser Budgets
August 12th, 2025
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Consulting |
Nonprofit
Whether you’re planning an off-site retreat for board members, a luncheon for potential corporate funders or a formal fundraiser, you likely will encounter opportunities to cut expenses. Although no one […]