Insights

A practical guide to using a SEP IRA, SIMPLE IRA, or solo 401(k) strategically, covering contribution limits, deadlines, employee rules, tax planning, and when each plan makes the most sense.

A USPS rule change means that the postmark on your tax-related mail may no longer reflect the day you actually dropped it off, and the IRS still uses that postmark to determine whether you filed on time. For taxpayers in rural areas especially, this gap could be the difference between a timely filing and a costly late penalty. Read on to understand exactly what changed, why it matters, and the simple steps you can take to protect yourself.

Performance reviews have a reputation for generating awkward conversations and little real change, but the problem isn’t the concept itself. It’s that most businesses run them in ways that guarantee they won’t work. This article breaks down the common structural failures in traditional review processes and offers a practical, straightforward approach to building a system that improves accountability, reduces costly turnover, and provides leadership with better information for decision-making.

Most households are sitting on more idle capital than they realize – it’s just tied up in closets, garages, and storage rooms. This article reframes spring cleaning as a financial exercise, exploring how unused possessions carry real costs, how clutter limits flexibility, and how a focused decluttering effort can convert dormant assets into liquidity, tax-efficient giving, and a simpler estate.

Aprio Insights on the 6 Real Estate Insights from Q1 2026 and What They Mean for You. Read the article.

Learn how unusual grants can affect public charity status, the public support test, Form 990 reporting, and when an IRS ruling may be worth considering.

Accountability is more than a management buzzword for nonprofits. When leaders consistently own outcomes, follow sound governance practices, and communicate transparently with stakeholders, the results are stronger performance, healthier finances, and deeper community trust. Discover the key principles that help nonprofit organizations embed accountability into every level of their operations.

For nonprofits juggling multiple programs and funding sources, accurate timekeeping is both a legal requirement and a strategic advantage. From wage and hour compliance to GAAP payroll allocation and grantmaker reporting, the stakes are high. Discover how the right timekeeping practices can keep your organization compliant and better informed.

For U.S. government contractors working under flexibly priced contracts, preparing their annual Incurred Cost Submission (ICS) stands as a cornerstone of the year and rite of passage.

A strong finance committee goes beyond reviewing numbers. It guides financial strategy, supports board decision-making, and safeguards your organization’s resources. Learn how to clearly define responsibilities and foster collaboration to build a committee that provides effective oversight and positions your nonprofit for long-term success.