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.
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Small accounting inefficiencies can grow into big operational headaches. Discover practical ways nonprofits can work smarter.
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Creating a comprehensive estate plan is one of the most important steps single parents can take to protect their young children.
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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?
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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.
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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.
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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.
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Fresh perspectives and trusted connections can help nonprofits grow smarter. Learn how a well-structured advisory board can help support your mission.
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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.
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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.
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Tax scams continue to evolve. Here are some common ones to watch for and how to avoid becoming a victim.
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Many people assume that foreign assets they own aren’t relevant to their “U.S.” estate plans. But that’s not the case.
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The IRS has issued final regulations that provide guidance on the tax deduction for qualified cash tips. Learn what’s new.
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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.
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If you come across an estate planning term you’re unfamiliar with, consult this handy glossary.
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Suspected employee fraud can shake any nonprofit. But a thoughtful, well-coordinated response can help mitigate the impact and safeguard your mission. For some practical steps, start here.
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To minimize potential interest and penalties and maximize tax-saving opportunities, look beyond April 15 to the tax-related deadlines you may face for the rest of 2026.
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If your nonprofit relies heavily on a few funding sources, it may be time to diversify your revenue streams. Here’s how.
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As our lives become increasingly digital, estate planning must evolve to keep pace. Here are answers to a few common questions about estate planning for your digital assets.
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It’s never too early to organize your tax documents.
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