Insights

Year-End Tax Planning 2017

Do you know what your tax consequences will be for 2017? Believe it or not, there are only two more...

4 questions to guide your prospective financial statements

CPAs don’t just offer assurance services on historical financial results. They can also prepare...

A charitable remainder trust can provide a multitude of benefits

If you’re charitably inclined but concerned about having sufficient income to meet your needs, a...

5 simple steps to a better nonprofit budget

Preparing your not-for-profit’s annual budget is probably one of the least appealing parts of your...

Retirement savings opportunity for the self-employed

Did you know that if you’re self-employed you may be able to set up a retirement plan that allows...

Weigh your options for cashing in on outstanding invoices

How long will you take to collect the outstanding receivables that are reported on your balance...

Grants can help firm up your nonprofit’s financial foundation

There are more than 87,000 foundations in the United States — including family, corporate and...

Are your Social Security benefits taxable?

It may surprise you that some of your social security benefits reported to the IRS could be...

2 ACA taxes that may apply to your exec comp

If you’re an executive or other key employee, you might be rewarded for your contributions to your...

Choosing a Tax-Advantaged Health Account for Benefits

On October 12, an executive order was signed that, among other things, seeks to expand Health...