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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Your Estate Plan: Don’t Forget About Income Tax Planning
As a result of the current estate tax exemption amount ($12.06 million in 2022), many people no longer need to be concerned with federal estate tax. Before 2011, a much…
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Private Business Owners: Don’t Wait Until Year End To Evaluate Financial Performance
How often does your company generate a full set of financial statements? It’s common for smaller businesses to issue only year-end financials, but interim reporting can be helpful, particularly in…
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Time is Running Out for COVID-19 EIDL Fund Loan Increases
The U.S. Small Business Administration (SBA) recently announced COVID-19 Economic Injury Disaster Loan (COVID EIDL) funding is expected to be exhausted in April 2022. While the SBA is no longer…
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Internal Control Reviews – What Is It and Why do I Need One?
The Association of Certified Fraud Examiners (ACFE) in their recent “The Next Normal: Preparing for a Post-Pandemic Fraud Landscape”, found that 71% of organizations, across industries, are expecting an increase…
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Seize the Day with Real-time Strategic Planning
Traditional strategic planning requires not-for-profit leaders to perform a lot of guess work about what might happen in the future. This approach also asks decision-makers to explicitly shut down options…