News Articles


Health Savings Account Investment

A Health Savings Account (HSA) are for those enrolled in a qualifying high deductible health plan (HDHP).

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The ins and outs of tax on “income investments”

Many investors, especially more risk-averse ones, hold much of their portfolios in “income investments” — those that pay interest or dividends, wit

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Year-End Tax Planning 2017

Do you know what your tax consequences will be for 2017?  Believe it or not, there are only two more months remaining for 2017.  Did you have a hig

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4 questions to guide your prospective financial statements

CPAs don’t just offer assurance services on historical financial results.

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A charitable remainder trust can provide a multitude of benefits

If you’re charitably inclined but concerned about having sufficient income to meet your needs, a charitable remainder trust (CRT) may be the answer

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Segregation of Duties Review

 

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5 simple steps to a better nonprofit budget

Preparing your not-for-profit’s annual budget is probably one of the least appealing parts of your job.

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Retirement savings opportunity for the self-employed

Did you know that if you’re self-employed you may be able to set up a retirement plan that allows you to contribute much more than you can contribu

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Weigh your options for cashing in on outstanding invoices

How long will you take to collect the outstanding receivables that are reported on your balance sheet?

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Grants can help firm up your nonprofit’s financial foundation

There are more than 87,000 foundations in the United States — including family, corporate and community foundations — according to the Foundation C

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Are your Social Security benefits taxable?

It may surprise you that some of your social security benefits reported to the IRS could be taxable.

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2 ACA taxes that may apply to your exec comp

If you’re an executive or other key employee, you might be rewarded for your contributions to your company’s success with compensation such as rest

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