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Accounting for Joint Ventures

Accounting for Joint Ventures

The decision to enter into a joint venture (JV) can have a significant impact on your business, opening new operational capabilities and the ability to compete for new pools of contracts.
HMOs vs. PPOs: Which Health Plan Is the Right Fit for Your Business?

HMOs vs. PPOs: Which Health Plan Is the Right Fit for Your Business?

When it comes to selecting a health insurance plan for your business, the choice between an HMO and a PPO can significantly impact both your costs and your employees' care experience. Understanding how each plan works, including network restrictions, referral requirements, and cost structures, is key to making an informed decision.
Post-Tax Season Checklist for Small Business Owners

Post-Tax Season Checklist for Small Business Owners

Tax season may be over, but your completed return holds valuable insights that can help you run a stronger business for the rest of the year. From fixing your bookkeeping systems and building a mid-year budget to reviewing worker classifications and your business insurance, there are five key areas worth addressing while the numbers are still fresh. Taking action now, rather than waiting until the next deadline, puts you in a far better position heading into year-end.
Tax Strategies For Rising Income

Tax Strategies For Rising Income

A jump in income is good news, but it also triggers a chain of tax decisions that most people don't see coming until it's too late to act. From phaseouts and surcharges to retirement account mismatches and withholding gaps, the real planning opportunity happens before year-end, not at tax time. Here's what you need to know to stay ahead of a higher tax bracket.
How Nonprofits Should Respond When Employee Fraud Is Suspected

How Nonprofits Should Respond When Employee Fraud Is Suspected

Employee fraud can shake a nonprofit to its core, threatening the trust of donors, grantors, and the communities it serves. A measured, well-coordinated response can help limit losses, protect the organization's reputation, and uncover gaps in internal controls. Learn the key steps leaders should take when fraud suspicions arise.
Accountable Plans: A Smarter Approach to Nonprofit Employee Expense Reimbursements

Accountable Plans: A Smarter Approach to Nonprofit Employee Expense Reimbursements

Accountable plans are the most tax-efficient way for nonprofits to reimburse employee business expenses, but only when properly structured. From eligible expenses and documentation standards to written policies and recordkeeping, understanding the IRS requirements can help your organization reduce risk, save on payroll taxes, and stay audit-ready.
Why Nonprofits Can No Longer Afford to Overlook New Technologies

Why Nonprofits Can No Longer Afford to Overlook New Technologies

Nonprofits often lag behind for-profit organizations when it comes to adopting new technologies. But with stakeholder expectations on the rise, staying on the sidelines is no longer an option. Learn how tools like data analytics and artificial intelligence can help your organization boost efficiency, grow funding, and better serve your mission.
7 Key Responsibilities of a Nonprofit Finance Committee

7 Key Responsibilities of a Nonprofit Finance Committee

A nonprofit’s finance committee does far more than review financial statements. From budgeting and internal controls to audits and investment policy, an active and engaged committee is essential for protecting your organization’s assets and demonstrating responsible stewardship to stakeholders. Learn the seven core duties every effective committee should fulfill.
From Feast or Famine to Financial Stability: Building a Year-Round Fundraising Strategy for Your Nonprofit

From Feast or Famine to Financial Stability: Building a Year-Round Fundraising Strategy for Your Nonprofit

Many nonprofits rely on short bursts of fundraising followed by long quiet stretches, which can limit growth and create financial uncertainty. Shifting to a consistent, strategic approach changes everything. From forming a fundraising committee to building a year-round action plan, learn how to keep revenue flowing and momentum strong throughout the year.
Strengthening Member Engagement and Renewal Rates at Your Nonprofit

Strengthening Member Engagement and Renewal Rates at Your Nonprofit

With members scrutinizing recurring expenses more closely than ever, nonprofits must work harder to demonstrate value and foster genuine engagement. From personalizing the member experience to offering flexible payment options, a proactive retention strategy can make the difference between a thriving membership base and one that slowly fades. Here is what you need to know.
Business Exit Planning: How to Leave Your Company on Your Terms

Business Exit Planning: How to Leave Your Company on Your Terms

Discover how a comprehensive exit plan helps business owners preserve wealth, minimize taxes, and protect the legacy they've built — on their own terms.
Key Federal Tax Updates Every Individual Should Know

Key Federal Tax Updates Every Individual Should Know

From understanding whether your child's financial aid is taxable to navigating the income tax implications of estate planning, the tax landscape for individuals continues to evolve. This roundup covers five important updates, including new remittance transfer taxes, a refreshed IRS debt tool, and expanded ABLE account rules.
What Related Business Entities Need to Know About Transfer Pricing Before Crossing Borders

What Related Business Entities Need to Know About Transfer Pricing Before Crossing Borders

Transfer pricing governs how related companies price intercompany transactions involving goods, services, or intellectual property. Get it wrong, and your business could face audits, back taxes, and penalties of up to 40% of any underpayment. Learn how sound policies, the right methods, and clear documentation can protect your company.
Broad Strategies for Employers to Keep Payroll Management on Solid Ground

Broad Strategies for Employers to Keep Payroll Management on Solid Ground

Payroll management is more than issuing paychecks. It involves compliance with federal and state laws, accurate tax reporting, and maintaining employee trust. For small and midsize employers, letting it slip can mean costly penalties and rising turnover. Discover the big-picture strategies that can help keep your payroll practices strong and compliant.
Planning Your Estate When Assets Cross Borders

Planning Your Estate When Assets Cross Borders

If you own overseas real estate, foreign bank accounts, or international investments, your estate plan needs extra attention. From navigating double taxation risks to ensuring your will is valid across multiple jurisdictions, proactive planning is the key to protecting your wealth and providing clarity for the people you leave behind.
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