Estate & Wealth Transfer Planning Insights

Accounting & Assurance

Improve your nonprofit’s strategic planning with a “real-time” approach

Real-Time Strategic Planning (RTSP) offers not-for-profits a fluid approach to identifying, understanding and acting on challenges and opportunities…

Tax Prep, Planning & Strategy

Paycheck Protection Program Application Now Available

The Paycheck Protection Program application is now available for small businesses and not-for-profits that wish to apply for benefits under the…

Tax Prep, Planning & Strategy

COVID-19 stimulus package offers relief to affected individual taxpayers

To help mitigate the financial and health crises related to the coronavirus (COVID-19), on Friday, March 27, 2020, President Trump signed into…

Business Valuation

The new COVID-19 law provides businesses with more relief

On March 27, President Trump signed into law another coronavirus (COVID-19) law, which provides extensive relief for businesses and employers.…

Accounting & Assurance

Conflict-of-interest policies are too important for nonprofits to neglect

Does your not-for-profit organization have a conflict-of-interest policy in place? Do your board members, trustees and key employees understand…

Tax Prep, Planning & Strategy

CARES Act will provide billions of dollars of relief to individuals, businesses, state and local governments, and the health care system

After extensive negotiations between the U.S. House of Representatives, the U.S. Senate and the White House, an agreement has been reached on…

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