Veterans own more than 1.6 million businesses and make up over 5% of U.S. business owners, yet a recent AARP survey found that 27% of veterans and active-duty service members have lost money to fraud. Whether you are a veteran or employ one, understanding these threats is a critical business concern.
The Opportunity Zones 2026 deadline is near, and OZ 2.0 is now permanent. Work with advisors to plan your deferred gain and weigh your options.
The IRS draws a sharp line between a hobby and a business, and the consequences for taxpayers on the wrong side of that line have never been steeper. Learn what the current rules mean for your money-losing sideline activity, how safe-harbor provisions may apply, and what steps you can take to demonstrate a legitimate profit motive.
The IRS has renewed its focus on conservation easements, rolling out updated guidance on abusive transactions and a new settlement initiative for disputed partnership cases. With strict deadlines, significant penalties, and limited eligibility, affected taxpayers need to act quickly and carefully. Here is what you need to know.
Think a Roth IRA is out of reach because you’re self-employed and earn too much? Think again. This article explores two common misconceptions that may be keeping self-employed individuals from one of the most powerful tax-free retirement savings tools available, and why contributing to both a Roth IRA and a deductible retirement plan may be the smartest move you can make.
A cash flow statement is one of the most powerful tools in your financial toolkit, yet many business owners overlook what it can reveal. From identifying cash crunches before they happen to building credibility with lenders, understanding your cash flow can be the difference between a thriving business and a struggling one.
Section 530A accounts, nicknamed “Trump accounts,” officially opened for contributions on July 4, 2026. New IRS guidance offers a safe harbor that may eliminate the need to file a gift tax return when contributing — but only if specific conditions are met. Here’s what families and their advisors need to know.
Nonprofit board members come from all walks of life and often lack accounting backgrounds. That is actually by design. But when it comes to financial oversight, the way data is presented matters. Learn how to use visual tools, key ratios, and clear reporting strategies to help your board stay informed and engaged.
Nonprofit organizations face a wide range of risks that could threaten their mission and financial stability. From general liability and workers’ compensation to cyber insurance and directors and officers coverage, understanding which policies your organization truly needs requires careful planning and a clear-eyed look at your actual exposures.
Nonprofit mergers can strengthen revenue streams, expand mission impact, and improve operational efficiency, but they also come with significant risks. Before moving forward, organizations need to carefully weigh donor restrictions, workforce changes, unexpected costs, and succession planning to ensure the merger delivers the long-term benefits they are seeking.