News Articles


Financial best practices for religious congregations

Churches, synagogues, mosques and other religious congregations aren’t required to file tax returns, so they might not regularly hire independent a

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Year-end tax and financial to-do list for individuals

With the dawn of 2019 on the near horizon, here’s a quick list of tax and financial to-dos you should address before 2018 ends:

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Can a PTO contribution arrangement help your employees and your business?

As the year winds to a close, most businesses see employees taking a lot of vacation time.

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Family businesses need succession plans, too

Those who run family-owned businesses often underestimate the need for a succession plan.

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Nonprofit member surveys: Dos and don’ts for the 5 D’s

You can’t serve the needs of your not-for-profit’s members unless you know what those needs are.

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Check deductibility before making year-end charitable gifts

As the holidays approach and the year draws to a close, many taxpayers make charitable gifts — both in the spirit of the season and as a year-end t

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Devote some time to internal leadership development

Many factors go into the success of a company.

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When holiday gifts and parties are deductible or taxable

The holiday season is a great time for businesses to show their appreciation for employees and customers by giving them gifts or hosting holiday pa

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Estimates vs. actuals: Was your 2018 budget reasonable?

As the year winds down, business owners can be thankful for the gift of perspective (among other things, we hope).

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Tax reform expands availability of cash accounting

Under the Tax Cuts and Jobs Act (TCJA), many more businesses are now eligible to use the cash method of accounting for federal tax purposes.

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5 delegation best practices for nonprofit leaders

Done well, delegation allows not-for-profit executives to focus on their most important tasks, helps to build bench strength and gets staffers out

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Mutual funds: Handle with care at year end

As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax

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