July 17, 2024 Why Bookkeeping Provides a Solid Foundation for Financial Reporting Do you know the difference between bookkeeping and accounting? We’ll explain why your bookkeeper plays a key role in the … Read More
July 9, 2024 How Your Board Should Evolve Over Your Nonprofit’s Life Much like the nonprofits they support, boards of directors evolve over time. Or at least they should. Learn what nonprofit … Read More
July 9, 2024 Could a 412(e)(3) Retirement Plan Suit Your Business? Business owners: If you’re ready to sponsor a qualified retirement plan, and your situation meets certain criteria, the little-known 412(e)(3) … Read More
July 9, 2024 How a Self-Directed IRA Can Benefit Your Estate Plan — But Know the Risks Self-directed IRAs offer the same estate planning benefits as traditional IRAs, but they allow you to transfer a wider variety … Read More
July 9, 2024 Qualified Charitable Distributions Can Benefit You Here’s a strategy for older taxpayers who are charitably minded and also must take required minimum distributions from their traditional … Read More
July 1, 2024 A Comprehensive Guide to Auditing Warehouse Operations Auditing warehouse operations for inefficiencies can help improve productivity and boost profits. Experienced outsiders may be able to spot potential … Read More
July 1, 2024 Beware These 5 Estate Planning Pitfalls Pitfalls abound when creating and maintaining an estate plan. Here are five estate planning pitfalls to be especially aware of. Read More
July 1, 2024 How a Lower-Cost Benefits Menu Can Help You Attract Talent Looking for a recruiting (and retention) edge? Consider spiffing up your employee benefits menu. Many benefits valued by nonprofit staffers … Read More
July 1, 2024 The Right Tech Leadership for Your Business Success Business owners: If your company is increasingly technology focused, it may be time to add a “tech exec” to your … Read More
June 25, 2024 TCJA: Tax Provisions Are Scheduled to Expire What’s on the tax horizon as many Tax Cuts and Jobs Act provisions get closer to their scheduled expiration date? … Read More
June 25, 2024 Best Practices for Expense Reporting Submitting and approving expense reports can be time consuming and tedious for employees and employers alike. What can your business … Read More
June 25, 2024 How Undue Influence Claims May Upend Your Estate Plan Undue influence is an act of persuasion that overcomes the free will and judgment of another person. Consider taking these … Read More
