Contact Us Today
Client Portal Payment Center
SD Mayer Client Testimonials

Instagram Posts

  • Home
  • Instagram Posts
    • 4 ideas that may help reduce your 2023 tax bill

    4 Ideas That May Help Reduce Your 2023 Tax Bill

    It’s important to track tools and small equipment

    It’s Important To Track Tools and Small Equipment

    Higher interest rates spark interest in charitable remainder trusts

    Higher Interest Rates Spark Interest In Charitable Remainder Trusts

    IRS delays new reporting rule for online payment processors

    IRS Delays Reporting Rule For Online Payment Processors

    Solving the riddles of succession planning for family businesses

    Succession Planning For Family Businesses

    When do 501(c)(6) organizations risk their exempt status?

    When Do 501(c)(6) Organizations Risk Their Exempt Status?

    Don’t forget to empty out your flexible spending account

    Don’t Forget To Empty Out Your Flexible Spending Account

    Using QuickBooks to prepare 2024 budgets and forecasts

    Using QuickBooks To Prepare 2024 Budgets And Forecasts

    Best practices for effective board meeting minutes

    Best Practices for Effective Board Meeting Minutes

    Smaller companies: Explore pooled employer plans for retirement benefits

    Explore Pooled Employer Plans for Retirement Benefits

    Naming a guardian is critical for parents of young children

    Naming A Guardian Is Critical For Parents Of Young Children

    Key 2024 inflation-adjusted tax amounts for individuals

    Key 2024 Inflation-Adjusted Tax Amounts For Individuals

    5 strategies to cut your company’s 2023 tax bill

    5 Strategies To Cut Your Company’s 2023 Tax Bill

    Overview of the offsetting rules

    Overview Of The Offsetting Rules

    Have you made and communicated your funeral arrangements?

    Have You Made And Communicated Your Funeral Arrangements?

    How to get the financing your nonprofit needs

    How To Get The Financing Your Nonprofit Needs

    Some businesses may have an easier path to financial statements

    Some Businesses Have An Easier Path To Financial Statements

    11 Exceptions to the 10% penalty tax on early IRA withdrawals

    11 Exceptions To The 10% Penalty Tax On Early IRA Withdrawals

    The 2024 cost-of-living adjustment numbers have been released: How do they affect your year-end tax planning?

    The 2024 Cost-of-Living Adjustment Numbers Have Been Released

    Are you ready for year-end inventory counts?

    Are You Ready For Year-End Inventory Counts?

    Take action now to reduce your 2023 income tax bill

    Take Action Now To Reduce Your 2023 Income Tax Bill

    Consider providing your beneficiaries with the power to remove a trustee

    Consider Providing The Power To Remove A Trustee

    Help donors help your nonprofit with a planned gift

    Help Donors Help Your Nonprofit With A Planned Gift

    Is your business subject to the new BOI reporting rules?

    Is Your Business Subject To The New BOI Reporting Rules?

    What you need to know about restricted stock awards and taxes

    What You Need To Know About Restricted Stock Awards And Taxes

    Teaching your accounting staff to master the art of negotiation

    Teaching Your Accounting Staff To Master The Art Of Negotiation

    Two estate planning documents working in tandem: A living trust and a pour-over will

    Estate Planning: A Living Trust And A Pour-Over Will

    Why your nonprofit’s board needs to be diverse

    Why Your Nonprofit’s Board Needs To Be Diverse

    Businesses: Know who your privileged users are … and aren’t

    Businesses: Know Who your Privileged Users Are … And Aren’t

    Contributing to your employer’s 401(k) plan: How it works

    Contributing To Your Employer’s 401(k) Plan: How It Works

    Accounting for M&As

    Accounting For M&As

    Want to boost income? Consider a for-profit subsidiary

    Want To Boost Income? Consider A For-Profit Subsidiary

    ERISA: What businesses can expect from a DOL benefits plan audit

    ERISA: What Businesses Can Expect From a DOL Benefits Plan Audit

    IRS offers a withdrawal option to businesses that claimed ERTCs

    IRS Offers a Withdrawal Option to Businesses That Claimed ERTCs

    Owning assets jointly with a child may not be the right estate planning strategy

    Owning Assets Jointly With a Child May Not Be the Right Estate Planning Strategy

    Facing a future emergency? Two new tax provisions may soon provide relief

    Facing a Future Emergency? Two New Tax Provisions May Soon Provide Relief

    Tips for a faster month-end close

    Tips For a Faster Month-End Close

    Keeping a trust a secret may not achieve the outcome you’d expect

    A Secret Trust May Not Achieve What You’d Expect

    Don’t let IRS compliance issues drag down your nonprofit

    Don’t Let IRS Compliance Issues Drag Down Your Nonprofit

    Valuations can help business owners plan for the future

    Valuations Can Help Business Owners Plan for The Future

    Are scholarships tax-free or taxable?

    Are Scholarships Tax-Free or Taxable?

    Shareholder advances: Debt or equity?

    Shareholder Advances: Debt or Equity?

    Payable-on-death accounts require careful coordination with your estate plan

    Payable-On-Death Accounts Require Careful Coordination with Your Estate Plan

    Mergers: Joining forces with another nonprofit

    Mergers: Joining Forces With Another Nonprofit

    A refresher on the trust fund recovery penalty for business owners and executives

    A Refresher on the Trust Fund Recovery Penalty

    The tax implications of renting out a vacation home

    The Tax Implications of Renting Out a Vacation Home

    4 ways to prepare for next year’s audit

    4 Ways To Prepare For Next Year’s Audit

    Are you considering moving to a new state to minimize estate tax?

    Are You Considering Moving To Minimize Estate Tax?

    Do you have to return a donation when a donor requests it?

    Do You Have To Return A Donation When A Donor Requests It?

    Could value-based sales boost your company’s bottom line?

    Could Value-Based Sales Boost Your Company’s Bottom Line?

    Casualty loss tax deductions may help disaster victims in certain cases

    Casualty Loss Tax Deductions May Help Disaster Victims In Certain Cases

    FASB approves updated rules for disclosing income taxes

    FASB Approves Updated Rules For Disclosing Income Taxes

    Reasons why naming a family member your executor might not be a good idea

    Reasons Why Naming A Family Member Your Executor Might Not Be A Good Idea

    Trust and internal controls can coexist in your nonprofit

    Trust and Internal Controls Can Coexist in Your Nonprofit

    Business owners: Think carefully about fringe benefits related to smartphones

    Think Carefully About Fringe Benefits Related to Smartphones

    What are the tax implications of winning the lottery?

    What Are the Tax Implications Of Winning the Lottery?

    A winning combination: QuickBooks + your marketing platform

    A Winning Combination: QuickBooks + Your Marketing Platform

    An art collection is a special asset to account for in an estate plan

    An Art Collection is a Special Asset to Account for in an Estate Plan

    Build a better nonprofit board with term limits

    Build a Better Nonprofit Board With Term Limits

    What businesses can expect from a green lease

    What Businesses Can Expect From A Green Lease

    IRS suspends processing of ERTC claims

    IRS Suspends Processing of ERTC Claims

    Evaluate whether a Health Savings Account is beneficial to you

    Evaluate Whether A HSA Is Beneficial To You

    FASB finalizes new crypto standard in record time

    FASB Finalizes New Crypto Standard In Record Time

    What are the pros and cons of custodial accounts for minors?

    What Are The Pros And Cons Of Custodial Accounts For Minors?

    Why nonprofits should be transparent about compensation

    Why Nonprofits Should Be Transparent About Compensation

    4 best practices for effective strategic planning meetings

    4 Best Practices For Effective Strategic Planning Meetings

    Investment swings: What’s the tax impact?

    Investment Swings: What’s The Tax Impact?

    IRS issues guidance on new retirement catch-up contribution rules

    IRS Guidance on Retirement Catch-Up Contribution Rules

    Navigating the percentage-of-completion method

    Navigating The Percentage-of-Completion Method

    QTIP trust: Strange name, powerful trust

    QTIP Trust: Strange Name, Powerful Trust

    Cut taxes by reimbursing expenses with an accountable plan

    Cut Taxes By Reimbursing Expenses With An Accountable Plan

    Could your business benefit from interim financial reporting?

    Could Your Business Benefit From Interim Financial Reporting?

    Financial statements at a glance

    Financial Statements At A Glance

    Did your spouse’s estate make a portability election? If not, there may still be time

    Did Your Spouse’s Estate Make A Portability Election?

    Make fundraising a year-round commitment

    Make Fundraising A Year-Round Commitment

    Reviewing and adjusting your marketing strategy

    Reviewing And Adjusting Your Marketing Strategy

    Selling your home for a big profit? Here are the tax rules

    Tax Rules For Selling Your Home

    New report identifies high-risk areas in financial reporting

    Report Identifies High-Risks In Financial Statements

    Life insurance can be a powerful estate planning tool for nontaxable estates

    Life Insurance Can Be A Powerful Estate Planning Tool

    Every nonprofit needs a disaster plan

    Every Nonprofit Needs A Disaster Plan

    Look carefully at three critical factors of succession planning

    Look Carefully At Three Critical Factors Of Succession Planning

    The tax consequences of employer-provided life insurance

    The Tax Consequences Of Employer-Provided Life Insurance

    Overhead allocations: Rising costs require a fresh, disciplined mindset

    Overhead Allocations: Rising Costs Require A Fresh Mindset

    Avoiding probate: How to do it (and why)

    Avoiding Probate: How To Do It (And Why)

    Cost containment: An important health care benefits objective for businesses

    Cost Containment: An Important Health Care Benefit

    Nonprofits: Ready, set, audit!

    Nonprofits: Ready, Set, Audit!

    The IRS warns businesses about ERTC scams

    The IRS Warns Businesses About ERTC Scams

    Disabled family members may be able to benefit from ABLE accounts

    Disabled Family Members May Benefit From ABLE Accounts

    5 steps to track vehicle mileage in QuickBooks

    5 Steps To Track Vehicle Mileage in QuickBooks

    To avoid confusion after your death, have only an original, signed will

    To Avoid Confusion After Your Death, Have Only An Original, Signed Will

    Private foundations: “Disqualified persons” must color within the lines

    Private Foundations: “Disqualified Persons” Must Color Within The Lines

    5 tips for more easily obtaining cyberinsurance

    5 Tips For More Easily Obtaining Cyberinsurance

    Selecting A Qualified Auditor For Your Employee Benefit Plan

    The Time To Make Health Care Decisions Is When You’re Healthy

    Nonprofits: Special Events Call For Tax Planning

    Improve Your Company’s Sales Pipeline Management

    Retirement Account Catch-up Contributions Can Add Up

    Receivables: Quality Counts

    How To Address Your Frequent Flyer Miles In Your Estate Plan

    Be Smart When Accepting Cryptocurrency Donations

    Strong Billing Processes Are Critical To Healthy Cash Flow

    Inheriting Stock Or Other Assets? You’ll Receive A Favorable “Stepped-Up Basis”

    Supplement Your Financial Statements With Timely Flash Reports

    Asset Protection: How To Shield Your Wealth From Lawsuits And Creditors

    That Email Or Text From The IRS: It’s A Scam!

    Do You Need To Shake Up Your Nonprofit’s Culture With New Ideas?

    Solo Business Owner? There’s A 401(k) For That

    Turning Receivables Into Cash

    Put Restrictions On Your Large Charitable Gifts For Added Peace Of Mind

    You’ve Been Asked To Serve As Executor, Now What?

    How To Get The Attention Of High-Net-Worth Philanthropists

    Cultivate Connections With A Well-Used CRM System

    The Best Way To Survive An IRS Audit Is To Prepare

    Why Some Small Businesses Are Switching To Tax-Basis Reporting

    Hiring Family Members Can Offer Tax Advantages (But Be Careful)

    Putting The “Public” Back In Your Nonprofit’s PR Efforts

    Should You Consider A SLAT Trust?

    Why Can’t My Profitable Business Pay Its Bills?

    Is QuickBooks Right For Your Nonprofit?

    Married and Not Earning Compensation? Consider a Spousal IRA

    Virtual Currency Lands In The IRS’s Crosshairs

    Overcoming Benchmark Resistance In Your Nonprofit

    In Financial Planning, Forecasts And Projections Aren’t The Same

    When Can Seniors Deduct Medicare Premiums On Their Tax Returns?

    If Your Family Owns a Vacation Home, Address It Carefully In Your Estate Plan

    Commit To Continually Improve Your Nonprofit’s Accounting Processes

    Why Businesses May Want To Consider ESG In Strategic Planning

    Reduce The Impact Of The 3.8% Net Investment Income Tax

    What’s In The Fiscal Responsibility Act?

    Is It Time For A Targeted Marketing Campaign?

    How To Leverage AI In Your Accounting Department

    Are your nonprofit’s interim and year-end financial statements at odds?

    Are Your Nonprofit’s Interim and Year-end Financial Statements At Odds?

    Avoid succession drama with a buy-sell agreement

    Avoid Succession Drama With Buy-Sell Agreement

    Benefits of a living trust for your estate

    Benefits Of A Living Trust For Your Estate

    FASB votes to exempt private companies from disaggregation of income statement project

    FASB Votes To Exempt Private Companies From Disaggregation Of Income Statement Project

    Ease The Burden Of Being A Member Of The Sandwich Generation With These Action Steps

    How To Train Your Nonprofit’s Employees To Combat Hackers

    Being a Gig Worker Comes With Tax Consequences

    What should you consider when choosing a guardian?

    What To Consider When Choosing A Guardian?

    Overview of discontinued operations reporting

    Overview Of Discontinued Operations Reporting

    If you’re married, ensure that you and your spouse coordinate your estate plans

    If You’re Married, Coordinate Your Estate Plans

    Social Security’s future: The problem and the proposals

    Addressing The Impending Insolvency of Social Security: Exploring Solutions and Proposals

    Keep thieves from stealing from your nonprofit youth sports league

    Stealing From Your Nonprofit Youth Sports League

    How to battle back against brandjacking

    How To Battle Back Against Brandjacking

    4 tax challenges you may encounter if you’re retiring soon

    Navigating Tax Implications in Retirement

    Achieving the right balance of working capital

    Achieving The Right Balance Of Working Capital

    You’ve received a sizable inheritance: Now what?

    You’ve Received A Sizable Inheritance: Now What?

    Should you reassess your nonprofit’s office space?

    Should You Reassess Your Nonprofit’s Office Space?

    Addressing pay equity at your business

    Addressing Pay Equity At Your Business

    Questions you may still have after filing your tax return

    Questions You Have After Filing Your Tax Return

    How to use QuickBooks as a fraud detection tool

    How To Use QuickBooks As A Fraud Detection Tool

    Don’t overlook these two essential estate planning strategies

    Don’t Overlook These Two Estate Planning Strategies

    Nonprofits and insurance: Getting it just right

    Nonprofits and Insurance: Getting It Just Right

    6 tried-and-true strategies for improving collections

    6 Tried-and-True Strategies for Improving Collections

    Reporting non-GAAP measures

    Reporting Non-GAAP Measures

    Addressing guns in an estate plan requires special knowledge

    Addressing Guns in an Estate Plan Requires Special Knowledge

    Keeping in compliance with Uniform Guidance

    Keeping in Compliance with Uniform Guidance

    Businesses, be prepared to champion the advantages of an HSA

    Be Prepared to Champion HSA Advantages

    Why you might want to file early and answers to other tax season questions

    Why You Might Want To File Early This Tax Season

    FAQs about QuickBooks

    FAQs About QuickBooks

    5 benefits of outsourcing your accounting needs

    5 Benefits Of Outsourcing Your Accounting Needs

    Tax news for investors and users of cryptocurrency

    Tax News For Investors and Users of Cryptocurrency

    Beware of the gray areas in accounting

    Beware Of The Gray Areas In Accounting

    Avoiding challenges to your estate plan

    Avoiding Challenges To Your Estate Plan

    Nonprofits: 4 signs that something may be awry

    Nonprofits: 4 Signs That Something May Be Awry

    Strengthen strategic planning with competitive intelligence

    Strategic Planning With Competitive Intelligence

    There’s a favorable “stepped-up basis” if you inherit property

    There’s A Favorable “Stepped-Up Basis” If You Inherit Property

    Spring cleaning in QuickBooks

    Spring Cleaning In QuickBooks

    IRS guidance coming regarding the IRA’s Clean Vehicle Credit

    IRS Guidance Coming Regarding The IRA’s Clean Vehicle Credit

    Have you planned for long-term health care expenses?

    Have You Planned For Long-Term Care Expenses?

    Why nonprofits need to track staffers’ time

    Why Nonprofits Need To Track Time for Staffers

    5 valuation terms that every business owner should know

    5 Valuation Terms That Every Business Owner Should Know

    Paperwork you can toss after filing your tax return

    Paperwork You Can Toss After Filing Your Tax Return

    New-and-improved accounting rules for common control leases

    New-and-Improved Accounting Rules For Common Control Leases

    Breathe new life into a trust by decanting it

    Breathe New Life Into A Trust By Decanting It

    Your nonprofit probably won’t be audited by the IRS, but if it is …

    Your Nonprofit Probably Won’t Have An IRS Audit, But If It Does …

    It’s happening: Using social media for customer service

    Using Social Media For Customer Service

    The tax rules for donating artwork to charity

    The Tax Rules For Donating Artwork To Charity

    How to get more from your company’s income statement

    Get More From Your Company’s Income Statement

    Figuring out when

    Is Now The Time For Your Small Business To Launch A Retirement Plan?

    An estate planning “road map” can act as a catchall for your final thoughts

    An Estate Planning “Road Map” Can Act As A Catchall For Your Final Thoughts

    Nonprofits: 4 ratios worth watching

    Nonprofits: 4 ratios Worth Watching

    How businesses can use stress testing to improve risk management

    How Businesses Can Use Stress Testing

    Some taxpayers qualify for more favorable “head of household” tax filing status

    Some Taxpayers Qualify For Favorable “Head Of Household” Fling Status

    Demystifying deferred taxes

    Demystifying Deferred Taxes

    Should you move your trust to another state?

    Should You Move Your Trust To Another State?

    Make a fraud recovery plan now, before your nonprofit is defrauded

    Nonprofit: Make A Fraud Recovery Plan Now

    ACA penalties will rise in 2024

    ACA Penalties Will Rise In 2024

    Two important tax deadlines are coming up — and they don’t involve filing your 2022 tax return

    Two Tax Deadlines Don’t Involve Your 2022 Tax Return

    Going green could save greenbacks and more

    Green Business Practices Could Save Greenbacks

    Plan carefully to avoid GST tax surprises

    Plan Carefully To Avoid GST Tax Surprises

    President Biden’s proposed budget includes notable tax provisions

    President Biden’s Proposed Budget Includes Notable Tax Provisions

    Make your nonprofit’s auction a success by following IRS rules

    Make Your Nonprofit’s Auction A Success By Following IRS Rules

    Keep an eye out for executive fraud

    Keep An Eye Out For Executive Fraud

    The 2022 gift tax return deadline is coming up soon

    The 2022 Gift Tax Return Deadline Is Coming Up Soon

    Close-up on sources of substantive audit evidence

    Close-Up On Sources Of Substantive Audit Evidence

    Enacting a spendthrift trust can be beneficial to your loved ones

    Enacting A Spendthrift Trust Can Be Beneficial To Your Loved Ones

    U.S. Supreme Court rules against the IRS on critical FBAR issue

    U.S. Supreme Court Rules Against The IRS On Critical FBAR Issue

    Data analytics is more accessible than you might think

    Data Analytics Is More Accessible Than You Think

    Forming a cross-functional sales team

    Forming A Cross-Functional Sales team

    Claiming losses on depreciated or worthless stock

    Claiming Losses On Depreciated Or Worthless Stock

    Tap into specialized functions in QuickBooks

    Tap Into Specialized Functions In QuickBooks

    Have you recently reviewed your life insurance needs?

    Have You Reviewed Your Life Insurance Needs?

    Is effective altruism all it’s cracked up to be?

    Is Effective Altruism All It’s Cracked Up To Be?

    Supreme Court: Overtime rules still apply to highly compensated employees

    Supreme Court: Overtime Rules Still Apply To Highly Compensated Employees

    Awarded money in a lawsuit or settlement? It’s only tax-free in certain circumstances

    Awarded Money In A Lawsuit Or Settlement? It’s Only Tax-Free In Certain Circumstances

    Use visual aids to enhance financial statement reporting

    Use Visual Aids To Enhance Financial Statement Reporting

    The SECURE 2.0 Act

    To file or not to file a gift tax return, that is the question

    To File Or Not To File A Gift Tax Return

    Passing the public support test

    Passing The Public Support Test

    Influencer marketing could help your business (or not)

    Influencer Marketing Could Help Your Business (or Not)

    There still may be time to make an IRA contribution for last year

    Make An IRA Contribution For Last Year

    Now hiring: 10 questions to ask bookkeeper candidates

    Now Hiring: 10 Questions To Ask Bookkeeper Candidates

    Provide your heirs the option of creating an inheritor’s trust

    Provide Your Heirs The Option Of Creating An Inheritor’s Trust

    Are your Accounting and Development departments like oil and water?

    Are Your Accounting And Development Departments Like Oil And Water?

    How might the Internet of Things affect your business?

    How Might The Internet of Things Affect Your Business?

    Reading the tea leaves: Potential tax legislation in the new Congress

    Reading The Tea Leaves: Potential Tax Legislation

    Child Tax Credit: The rules keep changing but it’s still valuable

    Child Tax Credit: The Rules Keep Changing But It’s Still Valuable

    Coming soon: 5 accounting rules that take effect in 2023

    5 Accounting Rules That Take Effect In 2023

    Joint ownership isn’t right for all estate plans

    Joint Ownership Isn’t Right For All Estate Plans

    Why you should connect with giving circles

    Why You Should Connect With Giving Circles

    Sailing a steady ship in today’s interesting economy

    Sailing A Steady Ship In Today’s Interesting Economy

    Answers to your questions about 2023 limits on individual taxes

    Answers About 2023 Deductions / Limits

    Common accounting pitfalls for startups to avoid

    Common Accounting Pitfalls For Startups To Avoid

    Is your revocable trust fully funded?

    Is Your Revocable Trust Fully Funded?

    Give your organization’s members a reason to renew

    Give Your Organization’s Members A Reason To Renew

    Look to a SWOT analysis to make better HR decisions

    SWOT Analysis Makes Better HR Decisions

    Retirement plan early withdrawals: Make sure you meet the requirements to avoid a penalty

    Retirement Plan Early Withdrawals

    Auditing accounting estimates

    Auditing Accounting Estimates

    Business owners: Now’s the time to revisit buy-sell agreements

    Business Owners: Revisit Buy-Sell Agreements

    A refresher on nonprofit endowment management

    A Refresher On Nonprofit Endowment Management

    3 ways your business can uncover cost cuts

    3 Ways Your Business Can Cut Costs

    New report shows a decrease in CAMs in 2022

    New Report Shows A Decrease in CAMs in 2022

    Deciding whether to make lifetime gifts or bequests at death can be a deceptively complex question

    Lifetime Gifts or Bequests At Death Can Be Complex

    Valuing tangible property donations isn’t as simple as you may think

    Valuing Tangible Property Donations Isn’t Simple

    Tax-saving ways to help pay for college — once your child starts attending

    Tax-Saving Ways To Help Pay For College

    A single parent’s estate plan should address specific circumstances

    Single Parent’s Should Review Their Estate Plan

    Even perfectionists can learn to love delegation

    Even Perfectionists Can Learn To Love Delegation

    Getting into data analytics without breaking the bank

    Getting Into Data Analytics Without Breaking The Bank

    2023 tax calendar

    2023 Tax Calendar

    Tax-wise ways to save for college

    Tax-Wise Ways To Save For College

    Run the numbers before donating appreciated assets to charity adjusted gross income

    Run The Numbers Before Donating Appreciated Assets

    Before your nonprofit celebrates that new grant …

    Before Your Nonprofit Celebrates That New Grant …

    Unused PTO a problem? Consider a contribution arrangement

    Unused PTO A Problem? Consider A Contribution Arrangement

    Addressing IP in an estate plan can be tricky

    Addressing IP In An Estate Plan Can Be Tricky

    Should you consider a psychiatric advance directive?

    Should You Consider A Psychiatric Advance Directive?

    Year-end spending package tackles retirement planning, conservation easements

    SECURE Act Tackles Retirement, Conservation

    Look forward to next year by revisiting your business plan

    Look Forward To Next Year By Revisiting Your Business Plan

    Tips to help prevent accounting and tax errors

    Tips To Help Prevent Accounting And Tax Errors

    Renting to a relative? Watch out for tax traps

    Renting To A Relative? Watch Out For Tax Traps

    What happened to the international convergence project?

    What Happened To International Convergence?

    Game on! Just make sure your nonprofit follows tax rules

    Game on! Make Sure Your Nonprofit Follows Tax Rules

    Inbound vs. outbound: Balancing your company’s sales strategies

    Inbound vs. Outbound: Balancing Your Company’s Sales Strategies

    Save for retirement by getting the most out of your 401(k) plan

    Save For Retirement By Contributing To Your 401(k) Plan

    Pick the right accounting method for your business

    Pick The Right Accounting Method For Your Business

    In your own words: A letter of instruction complements a will

    A Letter Of Instruction Complements A Will

    Put an advisory board to work on your nonprofit’s challenges

    Put An Advisory Board To Work For Your Nonprofit

    Timing is everything when it comes to accounting software upgrades

    Timing Your Accounting Software Upgrades

    Selling stock by year-end? Watch out for the wash sale rule

    Selling Stock: Watch Out For The Wash Sale Rule

    How to report software costs

    How To Report Software Costs

    What’s the difference between a springing and a nonspringing power of attorney?

    Springing Vs. Nonspringing Power Of Attorney

    New accounting standard: Does it affect your nonprofit?

    New Accounting Standard & Your Nonprofit

    Does your family business’s succession plan include estate planning strategies?

    Does Your Succession Plan Include Estate Planning?

    Answers to your questions about taking withdrawals from IRAs

    Answers: Taking Withdrawals From IRAs

    Is it time to update your accounting practices?

    Is It Time To Update Your Accounting Practices?

    Don’t overlook foreign assets when planning your estate

    Don’t Overlook Foreign Assets When Planning Your Estate

    How To Ease Staffers Anxiety About Your Nonprofit’s Future

    Take a look at stock options as a recruitment tool

    Take A Look At Stock Options As A Recruitment Tool

    What to do if your CFO or controller leaves

    What To Do If Your CFO Or Controller Leaves

    What to do if your CFO or controller leaves

    Strategies For Investors to Cut Year-End Taxes

    Choosing a retirement plan for your small business

    Choosing A Retirement Plan For Your Small Business

    Operating reserves can help cushion financial blows

    Operating Reserves Can Help Cushion Financial Blows

    Instill family values with a FAST

    Instill Family Values With A FAST

    Year-end giving to charitable contributions or loved ones

    Year-End Charitable Contributions

    Accounting processes are essential for nonprofits, too

    Nonprofit Accounting Processes Are Essential

    Understand your spouse’s inheritance rights if you’re getting remarried

    Understand Your Spousal Property Rights

    Protecting your nonprofit from cybercriminals

    Protecting Your Nonprofit From Cybercriminals

    Like every business, a start-up needs a sensible budget

    Start-Ups Needs A Sensible Budget

    How savings bonds are taxed

    How Savings Bonds Are Taxed

    Preparing for year-end inventory counts

    Preparing For Year-End Inventory Counts

    Reduce Your Business’s Year-End Tax Bill

    Reduce Your Business’s Year-End Tax Bill

    Annual gift tax exclusion amount increases for 2023

    Annual Gift Tax Exclusion Amount Increases For 2023

    How should your marketing strategy change next year?

    How Should Your Marketing Strategy Change?

    Why your nonprofit might want to compensate board members

    Why Your Nonprofit Might Want To Compensate Board Members

    Adopting a child? Bring home a tax break too

    Adopting A Child? Bring Home A Tax Break Too

    5 Steps To Take Now To Cut Your 2022 Tax Liability

    Reap the benefits of QuickBooks software solutions

    Reap The Benefits Of QuickBooks Software Solutions

    Putting accountability into practice

    Putting Accountability Into Practice

    Estate planning vocab 101: Executor and trustee

    Estate Planning Vocab 101: Executor And Trustee

    Reinforce your cybersecurity defenses regularly

    Reinforce Your Cybersecurity Defenses Regularly

    How inflation will affect your 2022 and 2023 tax bills

    How Inflation Will Affect Your 2022 And 2023 Tax Bills

    New accounting rules for supplier finance programs

    New Accounting Rules For Supplier Finance Programs

    Supplementing your company’s health care plan with an EBHRA

    Supplementing Your Health Care Plan With An EBHRA

    The audit is over. Now what?

    The Audit Is Over. Now What?

    What do the 2023 cost-of-living adjustment numbers mean for you?

    2023 Cost-of-Living Adjustment Numbers

    Should you file a joint tax return for the year of your spouse’s death?

    Should You File A Joint Tax Return For The Year Of Your Spouse’s Death?

    You may be liable for “ nanny tax ” for all types of domestic workers

    2023 “Nanny Tax” For Domestic Workers

    Boo! Consider a surprise audit to keep your accounting department on its toes

    Boo! Consider A Surprise Financial Statement Audit

    Drafting your estate plan isn’t a do-it-yourself project

    Drafting Your Estate Plan Isn’t A Do-It-Yourself Project

    Keep your religious congregation on the financial straight and narrow

    Keep Your Religious Congregation IRS Compliant

    Manageable growth should be a strategic planning focus

    Manageable Growth: A Strategic Planning Focus

    Inflation Reduction Act expands deductions for energy-efficient construction

    Deductions For Energy-Efficient Construction

    Plan now to make tax-smart year-end gifts to loved ones

    Plan Now To Make Tax-Smart Year-End Gifts To Loved Ones

    Ratio analysis: Extracting actionable data from your financials

    Ratio Analysis: Extracting Actionable Data

    Fair Labor Standards Act (FLSA): Accurately Classify Staffers

    Fair Labor Standards Act (FLSA): Classify Staffers

    Tax and other financial consequences of tax-free bonds

    Financial Consequences Of Municipal Bonds

    SEC Chair Gensler warns about conflicts of interest

    SEC Chair Gensler Warns About Conflict of Interest

    Don’t let disaster fraud victimize your nonprofit

    Don’t Let Disaster Fraud Victimize Your Nonprofit

    Investing in the future with a 529 education plan

    Investing In The Future With A 529 Education Plan

    FASB proposes last-minute changes to lease accounting rules

    FASB: Changes To Lease Accounting Rules

    Inflation Reduction Act expands valuable R&D payroll tax credit

    Inflation Reduction Act Expands R&D Payroll Tax Credit

    Lost your tax-exempt status? Here’s how to regain it

    Regain Your Tax-Exempt Status

    Year-end tax planning ideas for individuals

    Year-End Tax Planning Ideas For Individuals

    How auditors use Benford’s Law to assess transactions

    How Auditors Use Benford’s Law To Assess Transactions

    Is it time to review and refresh your nonprofit’s board?

    Is It Time To Refresh Your Nonprofit’s Board?

    Don’t forget estate taxes during planning

    Don’t Forget Estate Taxes During Planning

    Your estate plan: Don’t forget about income tax planning

    How Are Bonuses Taxed in California?

    Using agreed-upon procedures to target specific items of concern

    Using Agreed-Upon Procedures To Target Specific Items Of Concern

    What makes charitable donors give?

    What Makes Charitable Donors Give?

    Seller-paid points: Can homeowners deduct them?

    Seller-Paid Points: Can Homeowners Deduct Them?

    Why auditors prefer in-person interviews to assess fraud risks

    Why Auditors Prefer In-Person Interviews To Assess Fraud Risks

    IRS offers penalty relief for 2019, 2020 tax years

    IRS Offers Penalty Relief For 2019, 2020 Tax Years

    Is your current bad debt allowance reasonable?

    Is Your Current Bad Debt Allowance Reasonable?

    A financial dashboard can take your nonprofit where it wants to go

    Financial Dashboards: Nonprofit Key Performance Indicators

    Clean Vehicle Credit comes with caveats

    Clean Vehicle Credit Comes With Caveats

    Is your income high enough to owe two extra taxes?

    Is Your Income High Enough To Owe Two Extra Taxes?

    How your nonprofit can break bad budget habits

    How Your Nonprofit Can Break Bad Budget Process Habits

    The Inflation Reduction Act: what’s in it for you?

    The Inflation Reduction Act: What’s In It For You?

    Inflation Reduction Act puts “book income” in the crosshairs

    Inflation Reduction Act : Concerns On “Book Income”

    How to share your nonprofit’s values and limit fraud losses

    How To Share Your Nonprofit’s Values And Limit Fraud Losses

    Home sweet home: Do you qualify for office deductions?

    Do You Qualify For Home Office Deductions?

    Are your risk management practices keeping up with the times?

    Are Your Risk Management Keeping Up?

    For a stronger nonprofit, increase the number of income streams

    For A Stronger Nonprofit, Increase The Number Of Income Streams

    An “innocent spouse” may be able to escape tax liability

    An “Innocent Spouse” May Be Able To Escape Tax Liability

    Cyber risks: A critical part of your auditor’s risk assessment

    Cyber Risks: A Critical Part Of Your Auditor’s Risk Assessment

    The Inflation Reduction Act includes wide-ranging tax provisions

    The Inflation Reduction Act: Tax Provisions

    If you’re hiring, take a look at veterans

    If You’re Hiring, Take A Look At Veterans

    Estimated tax payments: Who owes them and when is the next one due?

    Estimated Tax Payments: Who Owes Them And When Is The Next One Due?

    How external confirmations are used during an audit

    How External Confirmations Are Used During An Audit

    Promoting your nonprofit with your annual report

    Promoting Your Nonprofit With Your Annual Report

    CHIPS Act poised to boost U.S. businesses

    CHIPS Act Poised To Boost U.S. Businesses

    Is your withholding adequate? Here’s how to check

    Is Your Withholding Adequate? Here’s How To Check

    Evaluating “going concern” concerns

    Evaluating “Going Concern” Concerns

    What revenue numbers can reveal about your nonprofit’s financial health

    What Revenue Numbers Can Reveal About Your Nonprofit’s Financial Health

    How to avoid the early withdrawal tax penalty on IRA distributions

    How To Avoid The Early Withdrawal Tax Penalty On IRA Distributions

    How to account for collaborative agreements

    How To Account For Collaborative Agreements

    Businesses: Act now to make the most out of bonus depreciation

    Businesses: Act Now To Make The Most Out Of Bonus Depreciation

    Dangerous donations: Should your nonprofit risk bad publicity?

    Dangerous Donations: Should Your Nonprofit Risk Bad Publicity?

    The kiddie tax: Does it affect your family?

    The Kiddie Tax: Does It Affect Your Family?

    Remote auditing: A brave new world

    Remote Auditing: A Brave New World

    Is your nonprofit paying enough attention to Generation Z?

    Is Your Nonprofit Paying Enough Attention To Generation Z?

    Interested in an EV? How to qualify for a powerful tax credit

    Interested In An EV? How To Qualify For A Powerful Tax Credit

    Last call for lease accounting

    Last Call For Lease Accounting

    Paying tribute to auditor independence

    Paying Tribute To Auditor Independence

    How disability income benefits are taxed

    How Disability Income Benefits Are Taxed

    Reviewing — and possibly revising — your nonprofit’s spending policy

    Reviewing — And Possibly Revising — Your Nonprofit’s Spending Policy

    Election season is here! Watch your nonprofit’s activities

    Election Season Is Here! Watch Your Nonprofit’s Activities

    Vehicle expenses: Can individual taxpayers deduct them?

    Vehicle-Related Expenses: Can Individual Taxpayers Deduct Them?

    Consider stress testing to lower risks

    Consider Stress Testing To Lower Risks

    How to cut costs instead of your nonprofit’s staff

    How To Cut Costs Instead Of Your Nonprofit’s Staff

    Warning for retailers and other businesses using the LIFO method

    Warning For Retailers And Other Businesses Using The LIFO Method

    Five tax implications of divorce

    Five Tax Implications Of Divorce

    Standard business mileage rate will increase for the second half of 2022

    Standard Business Mileage Rate Will Increase For 2022

    Oversight and controls are key to limiting fraud in nonprofits

    Oversight And Controls Are Key To Limiting Fraud In Nonprofits

    Your estate plan: Don’t forget about income tax planning

    Your Estate Plan: Don’t Forget About Income Tax Planning

    Private business owners: Don’t wait until year end to evaluate financial performance

    Private Business Owners: Don’t Wait Until Year End To Do Financial Reporting

    Find your nonprofit’s next leader with a team and a plan

    Find Your Nonprofit’s Next Leader With A Team And A Plan

    Social Security benefits: Do you have to pay tax on them?

    Social Security Benefits: Do You Have To Pay Tax On Them?

    Dig deeper! Find hidden treasure in financial statement footnotes

    Dig Deeper! Find Hidden Treasure In Financial Statement Footnotes

    For nonprofits, quid pro quo isn’t a simple exchange

    For Nonprofits, Quid Pro Quo Isn’t A Simple Exchange

    Is it a good time for a Roth conversion?

    Is It A Good Time For A Roth Conversion?

    Contingent liabilities: To report or not to report?

    Contingent Liabilities: To Report Or Not To Report?

    Nonprofits: Tips for getting the grant

    Nonprofits: Tips For Getting The Grant

    The ins and outs of Series EE savings bond taxation

    The Ins And Outs Of Series EE Savings Bond Taxation

    Proposed regs for inherited IRAs bring unwelcome surprises

    Proposed Regs For Inherited IRAs Bring Unwelcome Surprises

    How inflation could affect your financial statements

    How Inflation Could Affect Your Financial Statements

    Support your nonprofit’s financial plans with board designations

    Support Your Nonprofit’s Financial Plans With Board Designations

    IRA charitable donations: An alternative to taxable required distributions

    IRA Charitable Donations: An Alternative To Taxable Required Distributions

    Forecasts vs. projections: What’s the big difference?

    Forecasts Vs. Projections: What’s The Big Difference?

    Matching gifts make donations twice as sweet

    Matching Gifts Make Donations Twice As Sweet

    Caring for an elderly relative? You may be eligible for tax breaks

    Caring For An Elderly Relative? You May Be Eligible For Tax Breaks

    Do you know the signs of financial distress in a business?

    Do You Know The Signs Of Financial Distress In A business?

    CFO, yes or no? Here’s how to decide

    CFO, Yes Or No? Here’s How To Decide

    Valuable gifts to charity may require an appraisal

    Valuable Gifts To Charity May Require An Appraisal

    Management letters: Follow up on your auditor’s recommendations

    Management Letter: Your Auditor’s Recommendations

    After tax day: Take these action steps

    After Tax Day: Take These Action Steps

    What charitable givers need to know about taxes

    What Charitable Givers Need To Know About Taxes

    Want to turn a hobby into a business? Watch out for the tax rulesWant to turn a hobby into a business? Watch out for the tax rulesWant to turn a hobby into a business? Watch out for the tax rulesWant to turn a hobby into a business? Watch out for the tax rulesWant to turn a hobby into a business? Watch out for the tax rulesWant to turn a hobby into a business? Watch out for the tax rules

    Want To Turn A Hobby Into A Business? Consider Tax Rules

    Leveraging internal audits

    Leveraging Internal Audits

    Making your return to in-person fundraising successful

    Making Your Return To In-Person Fundraiser Successful

    Thinking about converting your home into a rental property?

    Thinking About Converting Your Home Into A Rental Property?

    Goodwill in a bad economy

    Goodwill In A Bad Economy

    Need extra hands? Try local companies

    Need Volunteers? Try Local Companies

    SECURE Act: Congress eyes further retirement savings enhancements

    SECURE Act: Congress Eyes Further Retirement Savings Enhancements

    Once you file your tax return, consider these 3 issues

    Once You File Your Tax Return, Consider These 3 Issues

    FAQs about fair value in accounting

    FAQs About Fair Value In Accounting

    Time to spring clean your programming lineup

    Time To Spring Clean Your Programming Lineup

    Selling mutual fund shares: What are the tax implications?

    Selling Mutual Fund Shares: What Are The Tax Implications?

    Deciding between cash and accrual accounting methods

    Deciding Between Cash and Accrual Accounting Methods

    Classify your nonprofit’s workers / contractors correctly — or risk repercussions

    Classify Your Nonprofit’s Workers / Contractors Correctly — Or Risk Repercussions

    It’s almost that time of year again! If you’re not ready, file for an extension

    Tax Deadline: If You’re Not Ready, File An Extension

    Timing counts: Reporting subsequent events

    Timing Counts: Reporting Subsequent Events

    Is your nonprofit on track? Ask your clients

    Is Your Nonprofit on Track? Ask Your Clients

    The tax rules of renting out a vacation property

    The Tax Rules of Renting Out a Vacation Home Property

    Eyes on related parties

    Eyes On Related Parties

    Conflict-of-interest policies: It’s about trust

    Conflict-of-Interest Policies: It’s About Trust

    When inheriting money, be aware of IRD issues

    When Inheriting Money, Be Aware of IRD Issues

    Going private

    Going Private

    Nonprofits: Seize the day with real-time strategic planning

    Nonprofits: Seize The Day With Real-Time Strategic Planning

    Lost your job? Here are the tax aspects of an employee termination

    Lost Your Job? Here Are The Tax Aspects Of An Employee Termination

    New audit committee survey reveals trends on risks, ESG reporting and more

    New Audit Committee Survey Reveals Trends On Risks, ESG Reporting And More

    No audit required? Do it anyway

    No Audit Required? Do It Anyway

    4 levels of audit opinions

    4 Levels of Audit Opinions

    Did you give to charity in 2021? Make sure you have substantiation

    Did You Make A Charitable Contribution In 2021?

    Looking for a 2022 safety net for your business? Act on EIDL funding before year end

    Looking For A 2022 Business Safety Net? Act On EIDL Funding

    Audit disclosures: Why the fine print is important

    Audited Financial Statements Disclosures: Why The Fine Print Is Important

    INVESTING 101: A STEP-BY-STEP PLAN FOR DEVELOPING A STRONG, DIVERSE PORTFOLIO

    The IRS again eases Schedules K-2 and K-3 filing requirements for 2021

    The IRS Again Eases Schedules K-2 and K-3 Filing Requirements For 2021

    There still may be time to cut your tax bill with an IRA

    There Still May Be Time To Cut Your Tax Bill With An IRA

    Are you ready for the new disclosure requirements for government assistance?

    Are You Ready For The New Disclosure Requirements For Government Assistance?

    Your nonprofit’s board needs to know these financial warning signs

    Your Nonprofit’s Board Needs To Know These Financial Warning Signs

    Are you ready for the 2021 gift tax return deadline?

    Are You Ready For The 2021 Gift Tax Return Deadline?

    Keeping your nonprofit’s remote workers connected

    Keeping Your Nonprofit’s Remote Workers Connected

    Married couples filing separate tax returns: Why would they do it?

    Married Couples Filing Separate Tax Returns: Why Do It?

    Take your financial statements to the next level

    Take Your Financial Statements To The Next Level

    Walking a tightrope? ERM can help

    Walking A Tightrope? ERM Can Help

    New tax reporting requirements for payment apps could affect you

    New Tax Reporting Requirements For Third-Party Payment Apps Could Affect You

    The Ins and Outs of IRAs

    The Ins and Outs of IRAs

    How to recruit when job candidates have the upper hand

    How To Recruit When Job Candidates Have The Upper Hand

    The ABCs of activity-based costing

    The ABCs of Activity-Based Costing

    What your nonprofit needs for a successful capital campaign

    What Your Nonprofit Needs For A Successful Capital Campaign

    Smooth sailing: Tips to speed processing and avoid hassles this tax season

    Tips To Speed Processing and Avoid Hassles This Tax Season

    2022 tax calendar

    2022 Tax Calendar

    Preparations vs. compilations

    Preparations vs. Compilations

    Big, small or in-between: Your nonprofit’s board size is up to you

    Big, Small Or In-Between: Your Nonprofit’s Board Size Is Up To You

    Help safeguard your personal information by filing your 2021 tax return early

    Safeguard Your Information By Filing Your Tax Return Early

    How to forecast smarter

    How To Forecast Smarter

    Handle your nonprofit’s restricted gifts with care

    Handle Your Nonprofit’s Restricted Gifts With Care

    Commission fraud: When salespeople get paid more than they’ve earned

    Commission Fraud: When Salespeople Get Paid More Than They’ve Earned

    Are you eligible for a medical expense tax deduction?

    Are You Eligible For A Medical Expense Tax Deduction?

    KPIs: What are they, and which ones count?

    KPIs: What Are They, And Which Ones Count?

    Are your social media accounts working for — or against — you?

    Are Your Social Media Accounts Working For — Or Against — You?

    Gig workers should understand their tax obligations

    Gig Workers Should Understand Their Tax Obligations

    How to account for change orders

    How To Account For Change Orders

    Should your established nonprofit sponsor a smaller project?

    Should Your Established Nonprofit Sponsor a Smaller Project?

    There’s a deduction for student loan interest … but do you qualify for it?

    There’s A Deduction For Student Loan Interest … But Do You Qualify For It?

    Digitizing the accounts receivable process

    Digitizing The Accounts Receivable Process

    Budgeting ideas for uncertain times

    Budgeting Ideas For Uncertain Times

    Stock market investors: Year-end tax strategies to consider

    Stock Market Investors: Year-End Tax Strategies To Consider

    Rolling forecasts provide flexibility in uncertain times

    Rolling Forecasts Provide Flexibility In Uncertain Times

    A credit card use policy can help prevent abuse

    Credit Card Use Policy Helps Prevent Abuse

    How are court awards and out-of-court settlements taxed?

    How Are Court Awards And Out-Of-Court Settlements Taxed?

    Coming soon: New accounting rule on government assistance disclosures

    Coming Soon: Government Assistance Disclosures Rule

    Why excess benefit transactions are out-of-bounds

    Why Excess Benefit Transactions Are Out-Of-Bounds

    With year-end approaching, 3 ideas that may help cut your tax bill

    With Year-End Approaching, 3 Ideas That May Help Cut Your Tax Bill

    Are you ready for the upcoming audit season?

    Are You Ready For The Upcoming Audit Season?

    Preparing your nonprofit for an enviable challenge

    Preparing Your Nonprofit For An Enviable Challenge

    New digital asset reporting requirements will be imposed in coming years

    New Digital Asset Reporting Requirements

    U.S. House passes the Build Back Better Act

    U.S. House Passes the Build Back Better Act

    Look to the future with a QOE report

    Look To The Future With A QOE Report

    Loan-hunting tips for nonprofits

    Loan-Hunting Tips For Nonprofits

    Remember to use up your flexible spending account money

    Remember To Use Up Your Flexible Spending Account Money

    Don’t forget to factor 2022 cost-of-living adjustments into your year-end tax planning

    Factor 2022 Cost-of-Living Adjustments Into Your Year-End Tax Planning

    How to assess fraud risks today

    How To Assess Fraud Risks Today

    Businesses must navigate year-end tax planning with new tax laws potentially on the horizon

    Year-End Tax Planning with New Tax Laws for Businesses

    Established nonprofits must continue to build and grow

    Established Nonprofits Must Continue To Build and Grow

    The Infrastructure Investment and Jobs Act includes tax-related provisions you’ll want to know about

    The Infrastructure Investment and Jobs Act

    Potential tax law changes hang over year-end tax planning for individuals

    Potential Tax Law Changes Hang Over Year-End Tax Planning for Individuals

    gifts to charity and loved ones

    Strategies For Donating To Charity or Gifting to Loved Ones

    FASB offers practical expedient for private companies that issue share-based awards

    FASB Offers Practical Expedient For Private Companies That Issue Share-Based Awards

    Your board can’t do its job without information from you

    Your Board Can’t Do Its Job Without Information From You

    Factor in taxes if you’re relocating to another state in retirement

    Factor Taxes If Relocating To Another State In Retirement

    Factor in taxes if you’re relocating to another state in retirement

    Factor Taxes If Relocating To Another State In Retirement

    Data visualization: A picture is worth 1,000 words

    Data Visualization: A Picture Is Worth 1,000 Words

    When nonprofits should return donations

    When Nonprofits Should Return Donations

    tablet with 401k plan on desk with magnifying glass and data sheet

    Thinking About Participating In Your Employer’s 401K Plan?

    Demand mounts for ESG attestations

    Demand Mounts For ESG Attestations

    woman shaking man

    Getting Personal For Fundraising Success

    woman cleaning glass wearing yellow gloves

    You May Owe “Nanny Tax” Even If You Don’t Have A Nanny

    looking at data chart on a tablet

    Going Concern Disclosures Today

    man and woman fistbump at business meeting

    Nonprofit Restructuring Has Become Easier, But Not Without Challenges

    adirondack chairs on boardwalk

    Vacation Home: How Is Your Tax Bill Affected If You Rent it Out?

    10 financial statement areas to watch for COVID-related effects

    10 Financial Statement Areas To Watch For COVID-Related Effects

    business professionals looking at globe

    Nonprofits Shouldn’t Venture Abroad Without A Map

    charitable deduction rules

    Navigating The Tax Landscape When Donating Works of Art To Charity

    Flash reports: Real-time financial reporting

    Flash Reports: Real-Time Financial Reporting

    poker chips and cards on laptop

    The Tax Score of Winning

    pointing pen at data chart

    Got An Endowment? You Need An Investment Advisor

    3D graph on tablet held by woman

    Is It Time To Upgrade Your Accounting System?

    woman holding analog clock

    Keep Nonprofit Board Meetings Short And Sweet

    Is a Health Savings Account right for you?

    Is A Health Savings Account Right For You?

    newspaper with headline changes in legislation

    House Ways and Means Committee Advances Tax Legislation

    Related-party transactions draw attention from auditors

    Related-Party Transactions Draw Attention From Auditors

    building engulfed in flames

    Disasters and Your Taxes: What You Need To Know

    people walking around a trade show

    Associations Should Prioritize Common Interests, Not Individual Services

    stressed man looking at data on computer

    Restating Financial Results

    Even nonprofits can benefit from AI technology

    Even Nonprofits Can Benefit From AI Technology

    annual exclusion for gifts graphic

    Planning for Year-End Gifts with the Gift Tax Annual Exclusion

    woman sitting in airport wearing mask with laptop

    Best Practices for Reporting Business-Related T&E Expenses

    putting numbers into calculator while holding pen

    Give Your Staffers a Break with an Accountable Plan

    sign intersection of wall st and main st

    Financial Reporting Issues to Consider in “Going Private” Transactions

    aerial shot of woman standing by orange cones

    Your Nonprofit May Have An Internal Controls Gap

    life insurance umbrella over tax bags

    Does Your Employer Provide Life Insurance? Here Are the Tax Consequences

    pointing to rental agreement on tablet

    Private Companies: Are You on Track to Meet the 2022 Deadline for the Updated Lease Standard?

    blind man sitting with service dog in park

    ABLE Accounts May Help Disabled or Blind Family Members

    man in suit giving thumbs up and thumbs down

    CAMs: Thumbs Up or Thumbs Down?

    woman speaking into megaphone

    Reaping The Benefits of Cause Marketing

    employee retention credit graphic

    ERC Guidance Issued As Congress Mulls Early Termination

    scholarship graphic

    Scholarships Are Usually Tax Free But They May Result in Taxable Income

    Have you followed up on the management letter from your audit team?

    Have You Followed Up on the Management Letter from Your Audit Team?

    checking off boxes with red marker

    5 Ways Nonprofits Can Prepare for an Audit

    PPP 2021 graphic

    SBA Streamlines Forgiveness for Smaller PPP Loans

    two women with white hair hugging

    5 Possible Tax Aspects of a Parent Moving into a Nursing Home

    plant growing from coins

    Nonprofit Fundraising: From Ad Hoc to Ongoing

    student loan interest deduction graphic

    You May Have Loads of Student Debt, but it May be Hard to Deduct the Interest

    man and woman looking at documents

    Financial Statements: Take the Time to Read the Entire Story

    outsourcing hr on road sign

    HR Outsourcing: Considerations for Nonprofits

    ppp loan forgiveness written on paper

    PPP Forgiveness and Repayment: What Businesses Need to Know Now

    woman pointing at graphs on monitor and tablet

    Analytics Software: A Brave New World in Auditing

    inherited property on wooden key

    There’s Currently a “Step-Up Basis” if You Inherit Property — But Will it Last?

    magnifying glass with question mark

    Internal Control Questionnaires: How to See the Complete Picture

    pointing at tablet in business meeting

    Does Your Nonprofit Owe UBIT on its Sponsorships and Advertising?

    man looking at five computer monitors

    Can Taxpayers Who Manage Their Own Investment Portfolios Deduct Related Expenses? It Depends

    agility graphic

    Is Your Company Ready for Agile Auditing?

    work in progress graphic

    Auditing WIP

    are you prepared for an audit paper

    IRS Audits May Be Increasing, So Be Prepared

    cryptocurrency donations

    Cryptocurrency Donations: Will Your Nonprofit Accept Them?

    married couple looking at laptop and paper

    Are You a Nonworking Spouse? You May Still Be Able to Contribute to an IRA

    woman with baby on her back

    Here Come the Child Tax Credit Payments: What You Need to Know

    people volunteering building a house

    Tackling Volunteer Liability Issues

    clock with too early, on time, and too late

    Follow the Cutoff Rules for Revenue and Expenses

    woman looking at forms on computer

    Is Your Nonprofit Complying with Federal Procurement Requirements?

    medicare premiums graphic

    Seniors May Be Able to Write Off Medicare Premiums on Their Tax Returns

    arrow graphic

    Collective Impact Projects Find Strength in Numbers

    piggy bank with graduation hat and diploma

    Tax-Favored Ways to Build Up a College Fund

    choosing the right path graphic

    Accounting Methods: Private Companies Have Options

    retirement golden egg in nest

    Retiring Soon? 4 Tax Issues You May Face

    nonprofit board members talking

    What Nonprofit Board Members Need to Know About Fiduciary Duties

    hands around data crystal ball

    Accounting Estimates Present challenges in Times of Uncertainty

    online security lock

    Online Security Tips From The Department Of Labor

    Financial advisor explaining paperwork to elderly retired couple front of desk

    Caveat Guarantor

    graduation cap on pile of $100 bills

    What is the Status on Allowing 401(k) Match for Student Loan Payments?

    woman standing on ladder

    If You are Going to Exclude Active Funds From Your Retirement Plan Investment Lineup, Have Darn Good Reasons

    working capital on dartboard

    Hit or Miss: Is Your Working Capital On-Target?

    building on fire

    Nonprofits: Limit Disaster Damage with a Plan

    net investment income tax graphic

    Plan Ahead for the 3.8% Net Investment Income Tax

    man looking into magnifying glass

    How to Strengthen Your Internal Controls

    shaking hands in business setting

    SD Mayer Merges in TNT Inc. Certified Public Accountants, Brings On Helen Johnson CPA

    dad with three kids getting mail

    Tax Credit Payments: Many Parents Will Receive Advance Payments Beginning July 15

    coworkers sitting and laughing

    Making the Decision to Hire New Nonprofit Staffers

    Incentive stock options for tax reporting - SD Mayer

    Incentive Stock Options for Tax Reporting

    building $100 bill wall

    Using Your Financial Statements to Evaluate Capital Budgeting Decisions

    putting colored gears together

    Is a Merger in Your Nonprofit’s Post-Pandemic Plans?

    taxes written on sticky note

    Still Have Questions After You File Your Tax Return?

    fair value graphic

    What’s “Fair Value” in an Accounting Context?

    employees talking at retreat

    Time to Plan an In-Person Board Retreat?

    woman wearing scuba gear and a mask while looking at laptop

    Liabilities for Unused Time Off Mount as Pandemic Lingers

    magnet attracting money

    Receivables May Be a Source of Cash in Tough Times

    wooden blocks tax

    The Biden Administration Proposes Far-Reaching Tax Overhaul

    presents with red and blue ribbons

    Do You Know the New Accounting Rules for Gifts in Kind?

    taxes graphic

    President Biden Details His Tax Proposals for Individuals

    pointing at graphs and calculator

    Minimize the Need to Make Year-End Financial Adjustments

    m & a wooden blocks

    Accounting for Business Combinations

    man pointing at whiteboard

    Reduce Your Nonprofit’s Liability Risk with D&O Insurance

    tax with scissors

    Unemployed last year? Buying health insurance this year? You may benefit from favorable new changes

    todays agenda sticky note on keyboard

    What’s On the FASB’s 2021 Agenda?

    eggs in carton

    Protect Your Organization’s Fragile Tax-Exempt Status

    sold sign in front of house

    Home Sales: How to Determine Your “Basis”

    cutting paper into a pie chart

    Reporting Profits Interest Awards

    mom looking at laptop and son playing on tablet

    Ultra-Wealthy Donors: Elusive But Worth Your Nonprofit’s Efforts

    mom looking at laptop and son playing on tablet

    Who Qualifies for “Head of Household” Tax Filing Status?

    office in pandemic graphic

    Guidance for Impairment Testing: When to Consider Triggering Events

    construction barrier

    Nonprofits: Heed These Financial Danger Signs

    ppp on wooden blocks

    PPP Application Deadline Extended

    taxable estate life insurance wooden blocks

    How to Ensure Life Insurance Isn’t Part of Your Taxable Estate

    improve effectiveness graphic

    4 Ways to Improve the Effectiveness of Your Audit Committee

    red face with whistle surrounded by white faces

    Whistleblower Policies Protect Both Staffers and Your Nonprofit

    kid laying with plastic blocks

    New Law Tax Break May Make Child Care Less Expensive

    employees wearing masks

    Make the Most of the Employee Retention Credit

    pointing at security shield on laptop

    How Auditors Assess Cyber Risks

    may 17 calendar

    Extended Tax Filing Deadline Provides Relief to Individual Taxpayers and the IRS

    american rescue plan act graphic

    ARPA Provides Sweeping Relief Measures for Eligible Families and Businesses

    woman wearing life jacket pointing at arpa

    New ARPA Proposes to Help “Rescue” Nonprofits

    family wearing masks receiving money graphic

    New Law: Parents and Other Eligible Americans to Receive Direct Payments

    health care benefits graphic

    The Latest on COVID-Related Deadline Extensions for Health Care Benefits

    money flying out of laptop

    Making Sense of Your Statement of Cash Flows

    darts in dartboard bullseye

    Nonprofits: Hit Your Targets with Benchmarking

    treasury check to every us citizen

    The American Rescue Plan Act: What’s In It For You?

    breakeven point graphic

    How To Compute Your Company’s Breakeven Point

    box with lock and chains

    Rebuilding Your Nonprofit’s Operating Reserves

    seniors sitting on boat retirement saving

    Recent Law Changes May Impact Your Retirement Savings

    woman floating on back in pool

    The Case for Investment Refresh

    shooting bow and arrow at target

    QDIA…. Why is it Important?

    woman sitting on full suitcase

    Excessive Fee Litigation: The Best Defense is Compliance

    book pages forming heart

    Coronavirus, Continuity, ERISA, Stimulus Package

    stepping on banana peel

    Fiduciary Errors, Avoid These Common Mistakes

    aerial view of Manhattan

    Private Equity Investments in Defined Contribution (DC) Plans

    rainbow question marks

    Analytical Procedures Can Help Make Your Audit More Efficient

    holding $100 bills

    Defrauded? How to Help Your Nonprofit Recover

    lock and chains over $100 bill

    Reporting Restricted Cash

    man holding global challenge paper

    How Nonprofits Can Work With Social Media Influencers

    debt restructuring agreement

    Should my distressed company consider a debt restructuring?

    woman painting yellow clock on wall

    It May Be Time To Tune Up Your Nonprofit’s Accounting Function

    2021 taxes graphic

    2021 Individual Taxes: Answers To Your Questions About Limits

    Financial Keys To Securing A Commercial Loan

    money sprouting from dirt

    New Revenue Idea? Watch Out For The Commerciality Doctrine

    electric vehicle power source

    The Power Of The Tax Credit For Buying An Electric Vehicle

    footnotes graphic

    Footnote Disclosures: The Story Behind The Numbers

    person in wheelchair holding mug and talking on cellphone

    Will Permanent Work-From-Home Work For Your Nonprofit?

    RMD form

    Don’t Forget To Take Required Minimum Distributions This Year

    professionals thinking with question marks

    Accounting For Property, Plant and Equipment Assets

    hand pointing at graphs on monitor

    Don’t Make Decisions Without Data Analytics

    key entering keyhole

    Assessing and Mitigating Key Person Risks

    2021 story clapperboard

    Nonprofits: Get The Word Out

    education tax credits graphic

    Educate Yourself About The Revised Tax Benefits For Higher Education

    pandemic graph and money

    New Law Provides Option to Delay Implementing The Updated CECL Standard

    covid-19 with coins

    The COVID-19 Relief Law: What’s In It For You?

    woman wearing black ski mask typing on laptop

    Prevent and Detect Insider Cyberattacks

    people holding red flags graphic

    Red Flags of Deadbeat Debtors

    How will revised tax limits affect your 2022 taxes?

    How Will Revised Tax Limits Affect Your 2022 Taxes?

    Reporting and managing inventory

    Reporting And Managing Inventory

    3 steps to a more financially resilient future

    3 Steps To A More Financially Resilient Future

    wooden figurines

    How To Keep Your Nonprofit’s Members In The Fold

    pills in money sign pattern

    Can You Qualify For A Medical Expense Tax Deduction?

    thanks for your donation letter

    Nonprofits: How to Acknowledge Donor Gifts

    tax filing graphic

    Your Taxpayer Filing Status: You May Be Eligible To Use More Than One

    donation box

    Valuing Noncash Donations: A Cheat Sheet