Insights

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...

The tax deduction ins and outs of donating artwork to charity

If you’re charitably inclined and you collect art, appreciated artwork can make one of the best...

Be sure your employee travel expense reimbursements will pass muster with the IRS

Does your business reimburse employees’ work-related travel expenses? If you do, you know that it...

Sustainability reports look beyond the numbers

In recent years, environmental, social and governance (ESG) issues have become a hot topic. Many...

For unmarried couples, estate planning is indispensable

When married couples neglect to prepare an estate plan, state intestacy laws step in to help...

Are you ready to expand to a second location?

Most business owners want to grow their companies. And one surefire sign of growth is when...

Volunteers are assets nonprofits must protect

How much are your volunteers worth? The not-for-profit advocacy group Independent Sector estimates...

Tax Savings Tip: Qualifying Your Vacation Home as a Rental

Do you own a vacation home? If you both rent it out and use it personally, you might save tax by...