Insights

Dig out your business plan to plan for the year ahead

Like many business owners, you probably created a business plan when you launched your company....

Avoid Year-End PTO Rush with a Contribution Arrangement

Many businesses find themselves short-staffed from Thanksgiving through December 31 as employees...

How to make your nonprofit's special event a financial success

Many not-for-profits depend on funds raised at an annual gala or other special event to keep their...

Using insurance to manage your nonprofit’s risk

Insurance is the cornerstone of any not-for-profit’s comprehensive risk management plan. It can’t...

Tax planning for investments gets more complicated

For investors, fall is a good time to review year-to-date gains and losses. Not only can it help...

Businesses aren’t immune to tax identity theft

Tax identity theft may seem like a problem only for individual taxpayers. But, according to the...

Cash vs. accrual reporting: Which is right for your business?

Small businesses often use the cash-basis method of accounting. As businesses grow, they usually...

2 ways to transfer a family business

For many people, a family-owned business is their primary source of wealth, so it’s critical to...

Keeping a king in the castle with a well-maintained cash reserve

You’ve no doubt heard the old business cliché “cash is king.” And it’s true: A company in a strong...

Leadership’s role during a nonprofit’s merger

If your not-for-profit is contemplating a merger or acquisition with another organization, you have...