Family businesses need succession plans, too
Those who run family-owned businesses often underestimate the need for a succession plan.
Read MoreNonprofit member surveys: Dos and don’ts for the 5 D’s
You can’t serve the needs of your not-for-profit’s members unless you know what those needs are.
Read MoreCheck deductibility before making year-end charitable gifts
As the holidays approach and the year draws to a close, many taxpayers make charitable gifts — both in the spirit of the season and as a year-end t
Read MoreDevote some time to internal leadership development
Many factors go into the success of a company.
Read MoreWhen holiday gifts and parties are deductible or taxable
The holiday season is a great time for businesses to show their appreciation for employees and customers by giving them gifts or hosting holiday pa
Read MoreEstimates vs. actuals: Was your 2018 budget reasonable?
As the year winds down, business owners can be thankful for the gift of perspective (among other things, we hope).
Read MoreTax reform expands availability of cash accounting
Under the Tax Cuts and Jobs Act (TCJA), many more businesses are now eligible to use the cash method of accounting for federal tax purposes.
Read More5 delegation best practices for nonprofit leaders
Done well, delegation allows not-for-profit executives to focus on their most important tasks, helps to build bench strength and gets staffers out
Read MoreMutual funds: Handle with care at year end
As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax
Read MoreIt’s not too late: You can still set up a retirement plan for 2018
If most of your money is tied up in your business, retirement can be a challenge.
Read MoreReview and revise your estate plan to reflect life changes during the past year
Your estate plan shouldn’t be a static document. It needs to change as your life changes.
Read MoreTaking the hybrid approach to cloud computing
For several years now, cloud computing has been touted as the perfect way for companies large and small to meet their software and data storage nee
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