News & Insights

Pinched Nonprofits May Want to Free Up Board-Designated Assets

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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

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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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What Is Tax-Efficient Wealth Management?

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Why Working with Maner Makes All the Difference  When it comes to managing wealth, it’s not just about what you earn—it’s about what you keep. Tax-efficient wealth management is a […]

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Give Members Reasons to Continue Supporting Your Nonprofit

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Reliable income streams are worth their weight in gold. Unfortunately, these days some people may be feeling some economic uncertainty and think twice about renewing their memberships or continuing to […]

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Best Practices for Managing Cash Flow in the Growth Stage of a Business Life Cycle

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Effective cash flow management is critical at every stage of a business’s life cycle, but it becomes particularly crucial during the growth stage. At this point, a company is expanding, […]

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