Insights

Financial best practices for religious congregations

Churches, synagogues, mosques and other religious congregations aren’t required to file tax...

PTO Contribution Plans: Advantages for Business & Staff

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

Family businesses need succession plans, too

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

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,...