Insights

GAAP vs. tax-basis reporting: Choosing the right model for your business

Virtually every business must file a tax return. So, some private companies issue tax-basis...

Tax basis planning worth a look if estate taxes aren’t a threat

For many people today, income tax planning offers far greater tax-saving opportunities than gift...

5 ways to dance through digital disruption

You’ve probably heard the term and wondered whether it could happen to your company. Maybe it...

Using Giving Day to Enhance Your Nonprofit's Impact

What are you doing November 28? If that date doesn’t ring a bell, your not-for-profit probably...

Tax planning critical when buying a business

If you acquire a company, your to-do list will be long, which means you can’t devote all of your...

Real Estate Donations: Beware of Potential Tax Pitfalls

Charitable giving allows you to help an organization you care about and, in most cases, enjoy a...

Estate Tax Deferral: Relief for Family Businesses

If a substantial portion of your wealth is tied up in a family or closely held business, you may be...

Find the right path forward with KPIs

From the baseball field to the boardroom, statistical analysis has changed various industries...

Nonprofit Financial Statements: Tips to Impress Stakeholders

Annual financial statements that have been audited by a professional auditor can help assure...

The ABCs of the tax deduction for educator expenses

At back-to-school time, much of the focus is on the students returning to the classroom — and on...