Nonprofits that rely too heavily on one or two funding sources face real financial vulnerability when conditions shift. Strategic revenue diversification is key to building long-term stability. Learn practical steps to broaden your funding mix, engage your board, evaluate new opportunities, and build a sustainable financial model that protects your mission.

Stability is a strength, but it can also mask growing vulnerabilities. Well-established nonprofits must guard against mission creep, governance complacency, and resistance to change. With shifting donor expectations and rapid technological advancement, even the most enduring organizations need a forward-looking strategy to remain relevant and effective in today's environment.

Fiscal sponsorships offer established nonprofits a meaningful way to broaden their impact by supporting emerging charitable projects. But before agreeing to act as a sponsor, it is essential to understand the legal responsibilities, financial obligations, and structural differences that distinguish a true fiscal sponsorship from similar arrangements.

With estate tax concerns fading for most families, capital gains taxes have taken center stage in estate planning. The step-up in basis remains one of the most powerful tools available to reduce what heirs owe when they sell inherited assets. Here is what you need to know.

A comprehensive estate plan is about more than distributing assets after death. A living will is a critical, often overlooked document that preserves your voice during your lifetime, protects your family from difficult decisions, and can help reduce unnecessary medical costs. Here is what you need to know.

From new Trump Account regulations and rising tax scams to Medicare premium surcharges and charity fraud, there is a lot for individual taxpayers to stay on top of. Here are the most important federal tax updates you need to know to protect yourself and make informed financial decisions

Your customer list is one of your most valuable business assets and one of your most vulnerable. Whether through deliberate theft or unintentional misuse, customer data can leave with employees in ways that are hard to detect. With the right internal controls in place, you can significantly reduce your risk and protect what you have built.

Rolling over your 401(k) into an IRA when leaving a job is standard advice, but if your account holds appreciated company stock, that default approach may cost you more in taxes over the long run. A lesser-known strategy called net unrealized appreciation could offer significant tax advantages worth exploring.

Selling your business to a private equity firm is one of the most consequential financial decisions you will ever make. A professional business valuation does far more than assign a number to your company. It establishes a defensible value baseline, uncovers deal-critical issues, and positions you to negotiate from a place of strength.

Cafeteria plans offer valuable tax advantages for both employers and employees, but they come with strict ERISA compliance obligations that are easy to overlook. Missteps in documentation, eligibility, discrimination testing, or administration can erase those benefits entirely. Learn the four most common mistakes businesses make and how to avoid them.

Prescription drug costs don't have to break the bank. With the right strategies, your employees can significantly reduce what they spend on medications. From generic substitutions and discount cards to mail-order options and patient assistance programs, this article outlines ten practical ways to cut costs without compromising care.

The Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) programs have been reauthorized and extended through September 30, 2031. The reauthorization includes several notable changes, including higher funding ceilings, expanded agency participation, new foreign-entity security screening requirements, and a new large-award allocation for qualifying businesses. Small businesses engaged in applied research and development across a broad range of industries should take note of these programs as a potential source of non-dilutive grant funding.

Filing a tax extension buys you time, but only if you use it wisely. From revisiting your April payment estimate to gathering missing documents and staying on top of current-year obligations, the months between now and October 15th are a valuable planning window. Read on to learn how to make the most of your extension and avoid a costly repeat of the same tax challenges next year.

Aprio Insights on the Tax Alert - Kwong v. US Protective Refund Claims. Read the article.

Aprio Insights on the 6 Key Tech Industry Insights and What They Mean for Your Business. Read the article.