
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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Local Governments Can Make Better Decisions with the Help of Fund Balance Education
Understanding an entity’s fund balance ratio and how to leverage it appropriately helps local government leaders make better short- and long-term decisions about using trusted public funds. Below is a…
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Navigating Financial Headwinds, Recession or Not
SERVICE: ConsultingINDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsOne of the goals of the CFO is to make sure the company always has adequate cash to operate. To accomplish this task, the CFO typically seeks adequate working capital…
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IRS 401(k) & IRA Limit Increases for 2023
INDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsBy: Steven Guipe The amount individuals can contribute to their 401(k) plans in 2023 will increase to $22,500 — up from $20,500 in 2022. The income ranges for determining eligibility…
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Secure 2.0 Act of 2022 Introduces Key Changes for Workplace Retirement Plans
INDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsThe Consolidated Appropriations Act, 2023 (Public Law No. 117-328) that was signed into law on December 29, 2022 by President Joe Biden includes the SECURE 2.0 Act of 2022, which…
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How the New Secure 2.0 Law May Affect Your Business
INDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsIf your small business has a retirement plan, and even if it doesn’t, you may see changes and benefits from a new law. The Setting Every Community Up for Retirement…