Services Insights

Accounting & Assurance

Nonprofits: How to invest in an investment advisor

You may think that only large, well-endowed not-for-profits require the advice of an investment manager. But even smaller nonprofits with modest…

Accounting & Assurance

Accountable plans save taxes for staffers and their nonprofit employers

Have staffers complained because their expense reimbursements are taxed? An accountable plan can address the issue. Here’s how accountable…

Tax Prep, Planning & Strategy

Use Capital Losses to Offset Capital Gains

When is a loss actually a gain? When that loss becomes an opportunity to lower tax liability, of course. Now’s a good time to begin your year-end…

Tax Prep, Planning & Strategy

Don’t flood email inboxes with excessive communications

Is your not-for-profit making the most of its email list? If you send every item to individual donors, corporate supporters, volunteers and the…

Tax Prep, Planning & Strategy

Expanded 529 plans offer unique estate planning benefits

If you’re putting aside money for college or other educational expenses, consider a tax-advantaged 529 savings plan. Also known as “college…

Tax Prep, Planning & Strategy

A poorly worded apportionment clause can upend an estate plan

Federal estate tax liability is no longer an issue for many families, now that the gift and estate tax exemption stands at $11.4 million for…

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Latest Tweets

wcscpas Weyrich Cronin Sorra @wcscpas ·
29 Jan

There’s no universal discount rate that applies in discounted cash flow models. Learn how business valuation pros develop customized rates based on the facts and circumstances. https://bit.ly/4qdwVkH

wcscpas Weyrich Cronin Sorra @wcscpas ·
27 Jan

Your nonprofit’s executives and board are probably asked to review a lot of information during decision-making processes. Are they reviewing these four critical financial ratios? They should be. https://bit.ly/3LtSVsl