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Splitting Retirement Accounts During Divorce: Avoid Costly Tax Mistakes

Splitting Retirement Accounts During Divorce: Avoid Costly Tax Mistakes

Dividing retirement accounts during divorce requires careful planning to avoid serious tax consequences. From IRA rollovers to QDROs for qualified plans, understanding the rules can save you from unexpected tax bills, penalties, and financial setbacks. Learn the essential strategies to protect yourself.
Cybersecurity Best Practices for Nonprofits | Aprio Insights

Cybersecurity Best Practices for Nonprofits | Aprio Insights

Help your nonprofit address growing cyber risks with practical guidance on password management, employee training, and vendor security for 2026 and beyond.
Estate Planning: Why Regular Reviews Matter

Estate Planning: Why Regular Reviews Matter

With the federal estate tax exemption now at $13.99 million, many families assume estate planning is only for the ultra-wealthy. But an up-to-date estate plan is essential for everyone. Life changes—from family transitions to asset shifts—require regular reviews to ensure your wishes are honored.
Where to Store Your Estate Planning Documents So Your Family Can Find Them

Where to Store Your Estate Planning Documents So Your Family Can Find Them

Even the most carefully crafted estate plan won’t help your family if they can’t find your documents when needed. From wills to powers of attorney, knowing where to store these critical documents and ensuring your loved ones can access them is essential to avoiding unnecessary stress and legal complications.
Is Your Business Ready for a Private Equity Deal?

Is Your Business Ready for a Private Equity Deal?

Private equity firms offer growth capital and expertise, but selling to PE isn't a traditional exit. Understanding the partnership dynamics, tax implications, and operational changes is essential before pursuing a deal. Learn what makes your company attractive to PE investors.
Buy or Lease? How to Choose the Right Option for Your Business Assets

Buy or Lease? How to Choose the Right Option for Your Business Assets

Deciding whether to buy or lease equipment and other fixed assets is a critical financial decision for businesses. With enhanced tax breaks now available under the One Big Beautiful Bill Act, understanding the pros and cons of each option can help you maximize savings and support your company's growth.
New Tax Law Changes the Odds for Casino-Goers and Sports Bettors

New Tax Law Changes the Odds for Casino-Goers and Sports Bettors

Starting in 2026, gamblers will face tighter restrictions on deducting their losses. The One Big Beautiful Bill Act limits gambling loss deductions to just 90%, creating potential tax liabilities even for those who break even. Here's what you need to know about this significant change.
Maximizing Your Medical Expense Tax Deductions: What Qualifies Might Surprise You

Maximizing Your Medical Expense Tax Deductions: What Qualifies Might Surprise You

Many taxpayers miss out on valuable medical expense deductions because they don't know what qualifies. From laser eye surgery to medically prescribed vitamins, the list of deductible expenses is broader than most people realize. Understanding these rules could help you reduce your tax bill.
How to Maximize Your Qualified Business Income Deduction

How to Maximize Your Qualified Business Income Deduction

The qualified business income deduction can save eligible small business owners up to 20% on their taxes. However, complex limitations and special rules for service businesses mean you need to understand the requirements. Learn how this valuable deduction works and strategies to maximize your tax savings.
Credit Card Churning: Is the Reward Worth the Risk?

Credit Card Churning: Is the Reward Worth the Risk?

Credit card churning—repeatedly opening and closing cards to capture sign-up bonuses and rewards—can seem like a fast track to free travel and cash back. But this high-stakes strategy demands careful management and comes with serious risks that could damage your credit score and financial health.
Making Your Fundraiser Both Memorable and Profitable

Making Your Fundraiser Both Memorable and Profitable

Planning a fundraising gala involves balancing entertainment value with financial objectives. While creating an enjoyable experience matters, nonprofits must prioritize profitability through careful budgeting, strategic sponsorships, and cost management. Learn how to set realistic goals and follow the 30% rule for successful fundraising events.
Employee or Independent Contractor? Getting It Right Matters for Your Nonprofit

Employee or Independent Contractor? Getting It Right Matters for Your Nonprofit

Independent contractors offer nonprofits cost savings and flexibility, but misclassification can result in serious financial penalties. With evolving federal standards and varying state rules, understanding worker classification has never been more critical for nonprofit organizations.
Why Your Mission Statement Matters: Creating a Compass for Your Nonprofit

Why Your Mission Statement Matters: Creating a Compass for Your Nonprofit

Many nonprofits invest significant resources into crafting mission statements, but too many fail to create meaningful impact. Discover the key factors that separate powerful mission statements from those that become forgotten paragraphs in a handbook, and learn how to build one that mobilizes your team around a shared vision.
Is Your Nonprofit Board Ready for Growth? 10 Ways to Prepare

Is Your Nonprofit Board Ready for Growth? 10 Ways to Prepare

Growth brings challenges for nonprofits, from leadership transitions to expanding budgets. When your organization reaches this pivotal stage, ensuring your board of directors can meet new demands becomes critical. Discover ten strategic building blocks to help your board successfully navigate this transformation.
Navigating Nonprofit Partnerships: Essential Strategies for Success

Navigating Nonprofit Partnerships: Essential Strategies for Success

Nonprofit collaborations can strengthen operations and expand services, but they require careful planning. From setting clear goals to managing organizational cultures, discover practical strategies to ensure your partnership enhances rather than threatens your mission. Learn how to protect resources while maximizing impact.
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