Act soon to save 2018 taxes on your investments
Do you have investments outside of tax-advantaged retirement plans? If so, you might still have...
6 last-minute tax moves for your business
Tax planning is a year-round activity, but there are still some year-end strategies you can use to...
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...
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...