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    • Qualified charitable distributions can benefit you and your favorite charities. Here’s how to unlock the power of giving.

    Senior tax-saving alert: Make charitable donations from your IRA 

    How to Report Contingent Liabilities in Financial Statements

    Are you ready for audit season? One way to prepare is to learn and anticipate routine document requests and inquiries.

    How do auditors verify account balances and transactions?

    Family Business Focus: Taking It to the Next Level

    When Do You Need to File a Gift Tax Return?

    5 Reasons to Outsource Your Bookkeeping

    Should Your Company Offer Fertility Benefits?

    Even small nonprofits can benefit from having a formal code of ethics. This policy can complement your mission statement and act as a decision-making guide for staffers.

    Nonprofit Ethics and Transparency in Writing

    If you’re feeling generous as we head toward the holidays, you may want to give cash gifts to your loved ones. You may also want to steer clear of gift tax implications.

    Maximize Year-End Giving with Tax Benefits

    As calendar-year entities wrap up financial reporting for the year, their external auditors work behind the scenes to prepare for audit season. Here’s what you can do to help facilitate the audit planning process.

    How Do External Auditors Evaluate Audit Risks?

    Navigating Turnaround Acquisitions for Growth

    Is your nonprofit getting squeezed by rising rents? You might think about sharing space with another charity or other organization. We look at several options that could help you save money.

    Sharing Space Can Mean Sharing Costs (and More) for Nonprofits

    You Don’t Have to Be in Business to Deduct Vehicle Expenses

    The Nanny Tax: What Household Employers Need to Know 

    Is your money-losing activity a hobby or a business?

    Hobby or Business? How to Find (and Prove) the Difference

    The Evolution of Financial Reporting

    5 Red Flags That May Indicate Financial Distress

    Nonprofit Board Independence Beyond Conflict of Interest

    Ensure You’re Properly Documenting Your Charitable Donations

    How to Get Foundations to Say “Yes” to Your Grant Proposals

    It’s Not Too Late to Trim Your 2024 Taxes

    Keep Your Nonprofit’s Special Event Safe and Successful

    3 Types of Retirement Plans for Growing Businesses

    Maximize Year-End Savings with Energy Efficient Tax Breaks

    Cash Flow Statement is a financial statement that shows how changes in balance sheet accounts and income affect cash and cash equivalents

    Master the Art of Cash Flow Classification and Boost Your Business

    Don’t let fraudsters ruin the most wonderful time of the year

    Don’t Get Grinched by Fraudsters this Holiday Season

    Likely Tax Policy after the 2024 Election

    Investing in Your Child’s Future through a 529 Plan

    Why the Income Statement is Your Business’s Best Friend

    Protecting Nonprofit Work-issued Credit Cards

    How the US Election changes the outlook for taxes

    Tax Legislation Changes post-2024 Election

    How Much Can You Contribute to Your Retirement Plan in 2025?

    Year-End Tax Planning in Light of the 2025 Inflation Adjustments

    Retain Good Salespeople

    Can You Really Deduct Seller-Paid Points?

    Can You Really Deduct Seller-Paid Points?

    Enterprise Architecture vs. Agile

    Mastering the Art of Working Capital Management

    Profits Aren’t Cash Flow, and Cash Flow Isn’t Profit

    6 tips for lowering energy costs to boost profits

    6 Tips For Lowering Energy Costs To Boost Profits

    Amplifying Impact through IRA Charitable Distributions

    Amplifying Impact through IRA Charitable Distributions

    Dodging Invoice Fraud - A Guide for Small Businesses

    Dodging Invoice Fraud – A Guide for Small Businesses

    Strong controls over financial reporting are essential

    Mastering Financial Transparency for Business Success

    Maximizing Nonprofit Board Meetings for Impactful Decisions

    Maximizing Nonprofit Board Meetings for Impactful Decisions

    Is your home office a tax haven? Here are the rules for deductions

    Tax Deductions for Your Home Office Breaking the Myths

    It’s been an especially difficult year for victims of natural disasters, including those affected by Hurricane Helene. Taking advantage of the casualty loss deduction can help ease the financial pain.

    How to Ease the Financial Pain of Natural Disasters with Tax Relief

    Navigating Tax Cutoffs with Confidence

    Accounting Cutoffs for Financial Success

    Taxes take center stage in the 2024 presidential campaign

    Taxes Take Center Stage in the 2024 Presidential Campaign

    A spendthrift trust can act as a wealth preserver

    The Ultimate Wealth Preserver You Need to Know About

    When your nonprofit’s debt-financed income is subject to tax

    When Your Nonprofit’s Debt-Financed Income is Subject to Tax

    Which leadership skills are essential to strategic planning?

    Essential Leadership Skills for Effective Strategic Planning

    Understanding the $7,500 federal tax credit for buying an electric vehicle

    Understanding the $7,500 Federal Tax Credit for Buying an Electric Vehicle

    CFOs need more than accounting skills

    Beyond the Numbers: Essential Skills Every CFO Needs

    Estate planning for residential real estate with a qualified personal residence trust

    Estate Planning with a Qualified Personal Residence Trust

    Welcome charitable pledges — and account for them properly

    Mastering Charitable Pledges for Nonprofits and Donors

    6 key elements of a business budget

    Master Your Finances with These 6 Business Budget Elements

    6 tax-free income opportunities

    Discover the Hidden Gems of Tax-Free Income Opportunities

    Strong internal controls and audits can help safeguard against data breaches

    Shield from Data Breaches with Strong Internal Controls and Audits

    Federal court rejects FTC’s noncompete agreement ban

    Breaking Down the Noncompete Agreement Ban and What It Means for Your Business

    Filing a joint tax return for the year of a spouse’s death can be beneficial

    Navigating Tax Filing After a Spouse’s Death – A Guide for Widows and Advisors

    Fundamental differences between nonprofit and for-profit accounting

    The Financial Divide Between Nonprofits and For-Profits

    Brand audits can help companies in a variety of ways

    Uncover Hidden Opportunities with Brand Audits

    Are you liable for two additional taxes on your income?

    Double Trouble Taxes Small Business Owners Must Know About

    Understanding the ABCs of credits and debits

    Mastering the ABCs of Credits and Debits for Financial Success

    Undoing an irrevocable life insurance trust is possible

    Breaking the Barrier: How to Undo an Irrevocable Life Insurance Trust

    Restricted gifts: What to do when strings are attached

    Navigating the Complex World of Restricted Gifts

    Fundamental differences between nonprofit and for-profit accounting

    Cracking the Code of Nonprofit and For-Profit Accounting

    Business owners sometimes need to switch successors

    Navigating the Complexities of Switching Successors in Business

    Working remotely is convenient, but it may have tax consequences

    Hidden Tax Consequences of Working Remotely You Need to Know

    Improve financial reporting with an effective audit committee

    Boost Reporting Quality with an Engaged Audit Committee

    If you’ve inherited an IRA, you need to know about these new final IRS regulations

    If You’ve Inherited an IRA, You Need to Know About These New Final IRS Regulations

    Update on a possible universal charitable deduction

    The Future of Philanthropy: An Update on Universal Charitable Deduction

    Does your company have an EAP? If so, be mindful of compliance

    Does Your Company Have an EAP? If so, Be Mindful of Compliance

    Are you unfairly burdened by a spouse’s tax errors? You may qualify for “innocent spouse relief”

    Innocent Spouse Relief: Burdened by a Spouse’s Tax Errors?

    Take charge of working capital management

    Mastering Working Capital Management

    A power of appointment can provide estate planning flexibility

    Power of Appointment in Estate Planning: Flexibility at Its Finest

    Making your board retreat rejuvenating — and productive

    Making Your Board Retreat Rejuvenating — and Productive

    Businesses should stay grounded when using cloud computing

    Staying Grounded with Cloud Computing: A Cautionary Guide

    Do you owe estimated taxes? If so, when is the next one due?

    Do You Owe Estimated Taxes? Here’s When Your Next Payment Is Due!

    Review real-time data with flash reports

    Unlock the Power of Real-Time Data with Flash Reports

    Businesses should stay grounded when using cloud computing

    Unlocking the Power of Cloud Computing for Your Business

    A QDRO can ease the transfer of retirement plan assets in a divorce

    How a QDRO Can Ease the Transfer of Retirement Plan Assets in a Divorce

    Would an adoption assistance program suit your company?

    Would an Adoption Assistance Program Suit Your Company?

    Don’t let myths and self-doubt thwart your capital campaign plan

    Don’t Let Myths and Self-Doubt Thwart Your Capital Campaign Plan

    The tax implications of disability income benefits

    The Tax Implications of Disability Income Benefits

    IRS issues final regulations on inherited IRAs

    IRS Issues Final Regulations on Inherited IRAs

    Public policy organization reports increase in restatements

    Public Policy Organization Report Reveals Increase in Restatements

    Contributing to a Roth 401(k) plan may help achieve estate planning goals

    Contributing to a Roth 401(k) Plan for Estate Planning Goals

    Planning a nonprofit event? Don’t neglect sponsorships

    Planning a Nonprofit Event? Don’t Neglect Sponsorships

    Strategic planning for businesses needs to include innovation

    Why Strategic Planning Needs Innovation for Business Success

    How are Series EE savings bonds taxed?

    How Are Series EE Savings Bonds Taxed? A Comprehensive Guide

    IRS ramps up compliance enforcement against certain businesses

    IRS Ramps Up Tax Compliance Enforcement: What SMBs Need to Know

    What are AUP engagements — and does your business need one?

    What are AUP Engagements — and Does Your Business Need One?

    Provide for multiple generations using a dynasty trust

    Providing for Multiple Generations Using a Dynasty Trust

    Nonprofit refresher course: Excess benefit transactions

    Nonprofit Refresher: Understanding Excess Benefit Transactions

    Vroom vroom: What businesses should know about sales velocity

    Vroom Vroom: What Businesses Should Know About Sales Velocity

    Six tax issues to consider if you’re getting divorced

    Six Tax Issues to Consider If You’re Getting Divorced

    Why auditors monitor journal entries

    Monitoring Journal Entries For Financial Statement Fraud

    Does a FAST make sense for your estate plan?

    Does a FAST Make Sense for Your Estate Plan?

    Outsourcing HR tasks can help understaffed, overworked nonprofits

    Outsourcing HR to Help Understaffed, Overworked Nonprofits

    3 areas of focus for companies looking to control costs

    3 Areas of Focus for Companies Looking to Control Costs

    Planning your estate? Don’t overlook income taxes

    Planning Your Estate? Don’t Overlook Income Taxes

    Bookkeeping provides a solid foundation for financial reporting

    Why Bookkeeping Provides a Solid Foundation for Financial Reporting

    How your board should evolve over your nonprofit’s life

    How Your Board Should Evolve Over Your Nonprofit’s Life

    Could a 412(e)(3) retirement plan suit your business?

    Could a 412(e)(3) Retirement Plan Suit Your Business?

    A self-directed IRA can benefit your estate plan — but know the risks

    How a Self-Directed IRA Can Benefit Your Estate Plan — But Know the Risks

    Certain charitable donations allow you to avoid taxable IRA withdrawals

    Qualified Charitable Distributions Can Benefit You

    Auditing warehouse operations

    A Comprehensive Guide to Auditing Warehouse Operations

    Beware these 5 estate planning pitfalls

    Beware These 5 Estate Planning Pitfalls

    Even a lower-cost benefits menu can help you attract talent

    How a Lower-Cost Benefits Menu Can Help You Attract Talent

    Businesses have options for technology leadership positions

    The Right Tech Leadership for Your Business Success

    What might be ahead as many tax provisions are scheduled to expire?

    TCJA: Tax Provisions Are Scheduled to Expire

    Best practices for expense reporting

    Best Practices for Expense Reporting

    Undue influence claims may upend your estate plan

    How Undue Influence Claims May Upend Your Estate Plan

    Cross-training initiatives can get your whole organization in shape

    Cross-Training Can Get Your Whole Organization in Shape

    Social Security tax update: How high can it go?

    How High Can The Social Security Tax Go?

    SECURE 2.0: Which provisions went into effect in 2024?

    SECURE 2.0 Act Provisions for 2024 Explained

    End purchase order chaos with a structured approval process

    End Purchase Order Chaos with a Structured Approval Process

    How family businesses can solve the compensation puzzle

    How Family Businesses Can Solve the Compensation Puzzle

    Why private foundations need to avoid self-dealing

    Why Private Foundations Need to Avoid Self-Dealing

    4 ways businesses can better control cash flow

    4 Ways Businesses Can Better Control Cash Flow

    The tax consequences of selling mutual funds

    The Tax Consequences of Selling Mutual Funds

    Don’t overlook digital assets in your estate plan

    Incorporating Digital Assets into Your Estate Plan

    The Importance of Audited Financial Statements

    The Importance of Audited Financial Statements

    Foreign Assets in Your Estate Plan: Key Considerations

    Foreign Assets in Your Estate Plan: Key Considerations

    Why businesses may want to integrate ESG into strategic planning

    The Importance of ESG in Strategic Business Planning

    House rich but cash poor? Consider a reverse mortgage strategy

    Understanding Reverse Mortgages: A Tax-Saving Solution for Older Homeowners

    Surprise audits are proven to fight fraud

    Implementing Antifraud Controls: The Importance of Surprise Audits

    Understanding the Benefits of Health Savings Accounts (HSAs)

    Understanding the Benefits of a Health Savings Account (HSA)

    Gather information from clients without triggering survey fatigue

    Gather Information from Clients Without Triggering Survey Fatigue

    Succession Planning: 3 Essential Timelines for Business Owners

    Succession Planning: 3 Essential Timelines for Business Owners

    Caring for an Elderly Relative? You May Be Entitled to Tax Breaks

    Caring for an Elderly Relative? You May Be Entitled to Tax Breaks

    4 bookkeeping pitfalls for small businesses to avoid

    Four Bookkeeping Pitfalls Small Businesses Should Avoid

    Using a Living Trust to Preserve and Distribute Sentimental Assets

    Using a Living Trust to Preserve and Distribute Sentimental Assets

    Nonprofits: Act thoroughly on audit findings

    Nonprofits: Act Thoroughly On Audit Findings

    Could conversational marketing speak to your business?

    Unlock The Power Of Conversational Marketing

    Thinking ahead to your next Form 990

    Thinking Ahead To Your Next Form 990

    A three-step strategy to save tax when selling appreciated vacant land

    A Three-Step Strategy To Save Tax When Selling Appreciated Vacant Land

    New survey reveals top audit committee concerns

    New Survey Reveals Top Audit Committee Concerns

    Handwritten Changes To Your Will Is Rarely A Good Idea

    Handwritten Changes To Your Will Is Rarely A Good Idea

    Combatting negative public perceptions of your nonprofit

    Combatting Negative Public Perceptions Of Your Nonprofit

    Businesses must face the reality of cyberattacks and continue fighting back

    Businesses Must Face The Reality Of Cyberattacks

    When do valuable gifts to charity require an appraisal?

    When Do Valuable Gifts To Charity Require An Appraisal?

    It’s almost time for a midyear checkup on your company’s financial health

    It’s Almost Time For A Midyear Checkup On Your Financial Health

    Conservation easements are under IRS scrutiny

    Conservation Easements Are Under IRS Scrutiny

    Weighing potential risks and returns of alternative investments

    Weighing Potential Risks And Returns Of Alternative Investments

    8 key features of a customer dispute resolution process for businesses

    8 Key Features Of A Customer Dispute Resolution Process

    Pay attention to the tax rules if you turn a hobby into a business

    Pay Attention To Tax Rules If You Turn A Hobby Into A Business

    Federal regulators expand overtime pay requirements, ban most noncompete agreements

    Fed Expands Overtime Pay, Ban Most Noncompete Agreements

    4 cost-cutting areas to help your business boost profits

    4 Cost-Cutting Areas To Help Your Business Boost Profits

    When providing for your children, one trust may be better than two

    When Providing For Your Children, One Trust May Be Better Than Two

    Are your volunteers risking legal and tax liability?

    Are Your Volunteers Risking Legal And Tax Liability?

    B2B businesses need a cohesive strategy for collections

    B2B Businesses Need A Cohesive Strategy For Collections

    Taxes when you sell an appreciated vacation home

    Taxes When You Sell An Appreciated Vacation Home

    How to communicate accounting information to laypeople

    How To Communicate Accounting Information To Laypeople

    IRS extends relief for inherited IRAs

    IRS Extends Relief For Inherited IRAs

    Address mental health care in your estate plan with a psychiatric advance directive

    Address Mental Health Care With A Psychiatric Advance Directive

    Disaster relief charities: Know the rules before providing aid

    Disaster Relief Charities: Know The Rules

    Health care self-insurance and stop-loss coverage: What business owners need to know

    Health Care Self-Insurance And Stop-Loss Coverage

    Watch out for “income in respect of a decedent” issues when receiving an inheritance

    Watch Out for “Income In Respect Of A Decedent” Issues

    Can a split annuity strategy help you achieve a balance in retirement?

    Can A Split Annuity Strategy Help You Achieve A Balance In Retirement?

    Nonprofits don’t lose as much to fraud, but risk requires action

    Nonprofits Don’t Lose As Much To Fraud, But Risk Requires Action

    Why some businesses choose to execute a pivot strategy

    Why Some Businesses Choose To Execute A Pivot Strategy

    IRS issues guidance on tax treatment of energy efficiency rebates

    IRS Guidance On Tax Treatment Of Energy Efficiency Rebates

    The pros and cons of turning your home into a rental

    The Pros And Cons Of Turning Your Home Into A Rental

    Getting a handle on inventory

    Getting A Handle On Inventory

    Look it up: A glossary of key estate planning terms

    Look It Up: A Glossary Of Key Estate Planning Terms

    Board committees can help members make time for critical work

    Board Committees Can Help Make Time For Critical Work

    7 common payroll risks for small to midsize businesses

    7 Common Payroll Risks For Small To Midsize Businesses

    Keep these 3 issues in mind after you file your return

    Keep These 3 Issues In Mind After You File Your Return

    ESG audits: Navigating new frontiers in corporate responsibility

    ESG Audits: Navigating New Frontiers In Corporate Responsibility

    A living will is an important addition to your overall estate plan

    A Living Will Is An Important Addition To Your Overall Estate Plan

    The tax deadline is almost here: File for an extension if you’re not ready

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

    Don’t be surprised by a sudden influx of support

    Don’t Be Surprised By A Sudden Influx Of Support

    A general look at generative AI for businesses

    A General Look At Generative AI For Businesses

    Auditing WIP today

    Auditing WIP Today

    When one trustee isn’t enough, consider appointing a trust protector

    Consider Appointing A Trust Protector If One Isn’t Enough

    Building a better nonprofit: Rules for restructuring

    Building A Better Nonprofit: Rules For Restructuring

    Business owners, your financial statements are trying to tell you something

    Your Financial Statements Are Trying To Tell You Something

    Update on retirement account required minimum distributions

    Update On Retirement Account Required Minimum Distributions

    Mind the GAAP: How to ensure transparency when using non-GAAP metrics

    Mind The GAAP: How To Ensure Transparency

    Don’t skip out on planning for the GST tax

    Don’t Skip Out On Planning For The GST Tax

    Nonprofits: Take another look at Inflation Reduction Act tax breaks

    Nonprofits: Take Another Look At Inflation Reduction Act Tax Breaks

    Should your business change its health care plan for next year?

    Should Your Business Change Its Health Care Plan For Next Year?

    President Biden’s proposed budget highlights his tax agenda

    President Biden’s Proposed Budget Highlights His Tax Agenda

    How renting out a vacation property will affect your taxes

    How Renting Out A Vacation Property Will Affect Your Taxes

    How to minimize billing bottlenecks

    How To Minimize Billing Bottlenecks

    What are your options to fund long-term care expenses?

    What Are Your Options To Fund Long-Term Care Expenses?

    Making the most of your nonprofit’s social media accounts

    Making The Most Of Your Nonprofit’s Social Media Accounts

    B2B businesses: Assess customer credit carefully

    B2B Businesses: Assess Customer Credit Carefully

    Beware of a stealth tax on Social Security benefits

    Beware Of A Stealth Tax On Social Security Benefits

    Spotlight on auditor independence

    Spotlight On Auditor Independence

    4 ways to make an incentive trust more effective

    4 Ways To Make An Incentive Trust More Effective

    Making a nonprofit mission drift official

    Making A Nonprofit Mission Drift Official

    Empower your sellers with sales enablement

    Empower Your Sellers With Sales Enablement

    A job loss is bad but the tax implications could make it worse

    Unemployment Is Bad But The Tax Implications Could Be Worse

    Cash vs. accrual accounting: What’s the difference?

    Cash vs. Accrual Accounting: What’s The Difference?

    April 15 is the deadline to file a gift tax return

    April 15 Is The Deadline To File A Gift Tax Return

    Plan now to reimburse staffers, board members and volunteers

    Plan Now To Reimburse Staffers, Board Members And Volunteers

    Applying for a commercial loan with confidence

    Applying For A Commercial Loan With Confidence

    Independent contractor vs. employee status: The DOL issues new final rule

    Independent Contractor vs. Employee Status: The DOL Final Rule

    New option for unused funds in a 529 college savings plan

    New Option For Unused Funds In A 529 College Savings Plan

    Why it’s important to get your company’s financials done on time

    Why It’s Important To Get Your Financial Statements Done On Time

    Arm your nonprofit against financial threats

    Arm Your Nonprofit Against Financial Threats

    Small businesses can help employees save for retirement, too

    Small Businesses Can Help Employees Save For Retirement, Too

    If you didn’t contribute to an IRA last year, there’s still time

    If You Didn’t Contribute To An IRA Last Year, There’s Still Time

    Auditing revenue recognition

    Auditing Revenue Recognition

    Take care of a loved one who has special needs with a special needs trust

    Take Care Of A Loved One With A Special Needs Trust

    6 ways nonprofit retirement plans are changing

    6 Ways Nonprofit Retirement Plans Are Changing

    Is it time to upgrade your business’s accounting software?

    Is It Time To Upgrade Your Business’s Accounting Software?

    Get ready for the 2023 gift tax return deadline

    Get Ready For The 2023 Gift Tax Return Deadline

    Liquidity overload: Why having too much cash may be bad for business

    Why Having Too Much Cash May Be Bad For Business

    Addressing your elderly parents in your estate plan in 5 steps

    Addressing Your Elderly Parents in Your Estate Plan in 5 Steps

    Internal hiring can help fill your nonprofit’s open job positions

    Internal Hiring Can Help Fill Your Nonprofit’s Open Job Positions

    How businesses can reinvigorate strategic planning

    How Businesses Can Reinvigorate Strategic Planning

    Filing jointly or separately as a married couple: What’s the difference?

    Married and Filing Jointly Or Separately: What’s The Difference?

    Inventory management systems: What’s right for your business?

    Inventory Management Systems: What’s Right For Your Business?

    Is it time to review your beneficiary designations?

    Is It Time To Review Your Beneficiary Designations?

    Encouraging charitable donors to include you in their estate plans

    Encouraging Charitable Donors To Include You In Their Estate Plans

    3 common forms of insurance fraud (and how businesses can fight back)

    3 Common Forms Of Insurance Fraud

    If you gave to charity in 2023, check to see that you have substantiation

    If You Gave To Charity, Check For Substantiation

    3 tips for making the financial statement auditing process smoother

    3 Tips For Making The Financial Statement Audit Smoother

    Seeing the big picture with an enterprise risk management program

    Seeing The Big Picture With An ERM Program

    2024 tax calendar

    2024 Tax Calendar

    IRAs: Build a tax-favored retirement nest egg

    IRAs: Build A Tax-Favored Retirement Nest Egg

    4 good reasons to turn down an inheritance

    4 Good Reasons To Turn Down An Inheritance

    Best practices for M&A due diligence

    Best Practices for M&A Due Diligence

    A power of attorney is a critical component of an effective estate plan

    A Power of Attorney Is A Critical Part Of An Estate Plan

    The IRS unveils ERTC relief program for employers

    The IRS Unveils ERTC Relief Program for Employers

    Why uncertainty calls for a more flexible budget

    Why Uncertainty Calls For A More Flexible Budget

    Account-based marketing can help companies rejoice in ROI

    Account-Based Marketing Can Help Companies Rejoice In ROI

    There’s a new threshold for electronically filing information returns

    There’s A New Threshold For Electronically Filing Information Returns

    Answers to your tax season questions

    Answers To Your Tax Season Questions

    Auditing concepts: Close-up on materiality

    Auditing Concepts: Close-Up On Materiality

    Comparing inter vivos and testamentary trusts

    Comparing Inter Vivos And Testamentary Trusts

    Got independent contractors? Get to know Form W-9

    Got Independent Contractors? Get To Know Form W-9

    Did your business buy the wrong software?

    Did Your Business Buy The Wrong Software?

    The kiddie tax could affect your children until they’re young adults

    The Kiddie Tax Could Affect Your Children Until They’re Young Adults

    6 tips to improve job-costing systems

    6 Tips To Improve Job-Costing Systems

    Pay attention to securities laws when planning your estate

    Pay Attention To Securities Laws When Planning Your Estate

    Going global: How your nonprofit can navigate potential obstacles

    Going Global: How Your Nonprofit Can Navigate Potential Obstacles

    Perform an operational review to see how well your business is running

    Perform An Operational Review For Your Business

    It’s possible (but not easy) to claim a medical expense tax deduction

    It’s Possible To Claim A Medical Expense Tax Deduction

    The future of accounting: How to embrace cutting-edge technology

    The Future of Accounting: How to Embrace Cutting-Edge Technology

    A hybrid DAPT can offer the asset protection you need

    A Hybrid DAPT Can Offer The Asset Protection You Need

    When are sponsorship and advertising payments subject to tax?

    When Are Sponsorship and Advertising Payments Subject to Tax?

    3 types of internal benchmarking reports for businesses

    3 Types of Internal Benchmarking Reports for Businesses

    Don’t overlook taxes when contemplating a move to another state

    Don’t Overlook Taxes When Contemplating a Move to Another State

    Tips for QuickBooks users: 5 mistakes to avoid during bank reconciliation

    Tips for QuickBooks Users: 5 Mistakes to Avoid During Bank Reconciliation

    Yes, your college-age child needs an estate plan

    Yes, Your College-Age Child Needs an Estate Plan

    Using the personal touch for last-minute fundraising

    Using The Personal Touch for Last-Minute Fundraising

    Reinvigorating your company’s sales efforts heading into the new year

    Reinvigorating Your Company’s Sales Efforts In the New Year

    Court awards and out-of-court settlements may (or may not) be taxed

    Court Awards and Out-of-Court Settlements May (or May Not) Be Taxed

    What is your external auditor’s responsibility for cybersecurity?

    What Is Your External Auditor’s Rsponsibility for Cybersecurity?

    Where should you keep your estate planning documents?

    Where Should You Keep Your Estate Planning Documents?

    Consider these 2 issues before searching for new staffers

    Consider These 2 Issues Before Searching For New Staffers

    How businesses can get better at data capture

    How Businesses Can Get Better At Data Capture

    Businesses: Do you have to comply with the new corporate transparency reporting rules?

    Do You Have To Comply With The New Corporate Transparency Reporting Rules?

    The “Nanny Tax” Must Be Paid For Household Workers

    FASB issues new segment expense disclosure rules

    FASB Issues New Segment Expense Disclosure Rules

    Year end is gift-giving time: Use the annual gift tax exclusion to the max

    Use the Annual Gift Tax Exclusion to The Max

    Why your nonprofit shouldn’t operate like a for-profit business

    Why Your Nonprofit Shouldn’t Operate Like A For-Profit Business

    Is your business underestimating the value of older workers?

    Is Your Business Underestimating The Value Of Older Workers?

    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

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    4 Ways To Prepare For Next Year’s Audit

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    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

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    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

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    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)

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    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

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    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?

    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

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    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 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

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    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

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    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

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    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

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    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

    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?

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    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

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    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

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    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

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    How Savings Bonds Are Taxed

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    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

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    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

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    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

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    The Audit Is Over. Now What?

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    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

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    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

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    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

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    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?

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    Using Agreed-Upon Procedures To Target Specific Items Of Concern

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    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

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    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”

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

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    Do You Qualify For Home Office Deductions?

    Are your risk management practices keeping up with the times?

    Are Your Risk Management Keeping Up?

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    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