News & Insights
Recent Posts
- Looking for Funding? Consider SBA Loans
- Protect Yourself From Fraudsters Impersonating the IRS and Other Tax Scams
- Self-Employed? Don’t Overlook a Roth IRA
- Knowing What’s Coming: Why Every Local Government Needs a Capital Improvement Plan
- Is an Advisory Board the Right Solution for Your Nonprofit?
- Three Key Considerations for Effective Grant Management in Local Governments
- What You Can Do to Protect Your Business from Rising Costs
- When Outstanding Invoices Indicate Underlying Operational Issues
-
How Businesses Can Fund a Buy-Sell Agreement
Businesses with more than one owner benefit from having multiple viewpoints and varying skill sets. However, they also face serious risks of uncertainty and conflict if one of the owners…
-
Planning for the Future: 5 Business Succession Options and Their Tax Implications
When it’s time to consider your business’s future, succession planning can protect your legacy and successfully set up the next generation of leaders or owners. Whether you’re ready to retire,…
-
The 2024 Gift Tax Return Deadline is Coming Up Soon
If you made significant gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a 2024 gift tax return. And in…
-
Qualified Charitable Distributions & Charitable Gift Annuities: Tax-Efficient Ways to Give
Giving to organizations and charities that are impactful in your community or around the globe is a cornerstone of leadership and success. Not only are you supporting impactful work, but…
-
Business Owners Sometimes Need to Switch Successors
For many business owners, choosing a successor is the most difficult task related to succession planning. Owners of family-owned businesses, who may have multiple children or other relatives to consider,…