A new hire can lighten the load — but also create a significant financial commitment. Here’s what your nonprofit should consider before expanding its staff.
Read More
Payroll tax compliance involves more than calculating paychecks. Learn which areas deserve closer attention and how to respond when something goes wrong.
Read More
Adequate life insurance coverage can provide your surviving family members with financial resources to manage ongoing expenses or allow you to leave a legacy for the next generation.
Read More
At back-to-school time, many teachers buy classroom supplies to help make the school year a success for their students — and don’t receive reimbursement. If you’re among them, you may have expanded opportunities for tax deductions this year.
Read More
The tax rules for several fringe benefits have recently changed. See what’s new for 2026 and what to consider as you fine-tune your benefits package for 2027.
Read More
How closely should your business review employees’ withholding information? Find out when you must take action — and when these matters should be left to the employee or the IRS.
Read More
Small accounting inefficiencies can grow into big operational headaches. Discover practical ways nonprofits can work smarter.
Read More
Creating a comprehensive estate plan is one of the most important steps single parents can take to protect their young children.
Read More
Certain “small” businesses have a choice of using cash or accrual accounting for tax purposes. If you’re one of them, which route should you take?
Read More
Planning opportunities often become more limited as the end of the year approaches. Reviewing your tax picture midyear gives you more time to take steps to reduce or defer taxes.
Read More
Merging with another nonprofit can expand mission impact while strengthening operations and improving financial resilience. But it can also create challenges. Before you take the leap, consider these critical issues.
Read More
Not all intangible assets are created equal in the eyes of the IRS. Learn the federal income tax treatment for capital vs. noncapital self-created intangibles — and why the distinction matters to small business owners.
Read More
Fresh perspectives and trusted connections can help nonprofits grow smarter. Learn how a well-structured advisory board can help support your mission.
Read More
Estate planning tools such as powers of appointment can provide you peace of mind. How? You’ll know that a trusted individual will be able to adjust the distribution of your assets if needed to achieve your goals.
Read More
Small business owners: If you think your income is too high for you to qualify to make Roth IRA contributions, think again. Many self-employed individuals are eligible for contributions without realizing it.
Read More
Tax scams continue to evolve. Here are some common ones to watch for and how to avoid becoming a victim.
Read More
Many people assume that foreign assets they own aren’t relevant to their “U.S.” estate plans. But that’s not the case.
Read More
The IRS has issued final regulations that provide guidance on the tax deduction for qualified cash tips. Learn what’s new.
Read More
Rebalancing your investment portfolio periodically is necessary to maintain your desired asset allocation, which can help manage risk and achieve your goals. Here are some tips for tax-smart rebalancing.
Read More
If you come across an estate planning term you’re unfamiliar with, consult this handy glossary.
Read More