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....
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...
Devote some time to internal leadership development
Many factors go into the success of a company. You’ve got to offer high-quality products or...
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...
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...
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...
5 delegation best practices for nonprofit leaders
Done well, delegation allows not-for-profit executives to focus on their most important tasks,...
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...
It’s not too late: You can still set up a retirement plan for 2018
If most of your money is tied up in your business, retirement can be a challenge. So if you haven’t...
Life Changes? Review and Update Your Estate Plan Now
Your estate plan shouldn’t be a static document. It needs to change as your life changes. Year end...