News & Insights
News
Insights
Recent Posts
- IRS Publishes New Per Diem Business Travel Rates for Fiscal Year 2027
- 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
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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…
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Taming the Tax Tangle if You’re Retiring Soon
Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a long career. Yet the transition may bring a tangle of…
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President Trump’s Tax Plan: What Proposals are Being Discussed in Washington?
President Trump and the Republican Congress plan to act swiftly to make broad changes to the United States — including its federal tax system. Congress is already working on legislation…
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Navigating the Stock Market Ahead of the 2025 Presidential Inauguration: Insights from a Certified Financial Planner
As the 2025 U.S. presidential inauguration approaches, the political landscape is in a bit of flux. Investors are keenly watching to understand how this transition might impact the stock market…
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Maximize Your 401(k) in 2025: Smart Strategies for a Secure Retirement
Saving for retirement is a crucial financial goal and a 401(k) plan is one of the most effective tools for achieving it. If your employer offers a 401(k) or Roth…