Insights

3 benefits of donor-advised fund giving

Charitable giving through donor-advised funds (DAFs) has grown in popularity in recent years....

Retaining volunteers: 4 tips for nonprofits

Any not-for-profit that has long-term volunteers realizes their value. They save your organization...

Streamline your sales staff’s workflow

Do you know how much time your salespeople spend actually selling? In many cases, sales reps spend...

3 mutual fund tax hazards to watch out for

Investing in mutual funds is an easy way to diversify a portfolio, which is one reason why they’re...

Can you claim a home office deduction for business use?

You might be able to claim a deduction for the business use of a home office. If you qualify, you...

Are your children prepared to handle your wealth?

If you’ve built up a large estate and are eager to share your wealth with your children, you may...

Outsourcing an IT function? Ensure the dollars make sense

Many of today’s businesses have taken to outsourcing various IT functions. The goal of doing so is...

Nonprofit fraud isn’t worse — but it’s different

It’s a myth that not-for-profits as a group suffer disproportionately high losses due to...

Preparing for Change: Change Management

In today’s fast paced world every business must be prepared for change. It is not a matter of if...

Awards of RSUs can provide tax deferral opportunity

Executives and other key employees are often compensated with more than just salary, fringe...