Blog

John Csargo | Sep. 17, 2019

The Succession and Retirement Planning Puzzle

Succession and retirement planning is an interesting puzzle.  Everyone needs to plan for retirement. But as a business owner, you…

Becky Gibbs | Sep. 13, 2019

Nonprofit Borrowing – Finding a Lender May be Tough

Borrowing isn’t just for businesses. Many not-for-profits borrow money for major capital purchases, new program funding and even to manage…

Becky Gibbs | Sep. 6, 2019

Adopting a Nonprofit Gift Acceptance Policy

When you receive a personal gift from a friend or family member — even if it’s not something you particularly…

Larry Davidson | Aug. 29, 2019

Real Estate Entities – GAAP or Income Tax Basis?

In reporting financial results for real estate companies, Generally Accepted Accounting Principles (GAAP) and the income tax basis of accounting…

Elizabeth Wilcox | Aug. 27, 2019

Shedding Some Light on Business Credits for Solar Energy Property

We all know that solar energy can save you money on future energy costs. But did you also know that…

Becky Gibbs | Aug. 25, 2019

Nonprofit Investment Advisor Selection Process

You may think that only large, well-endowed not-for-profits require the advice of a nonprofit investment advisor. But even smaller nonprofits…

Anna Lovegren | Jul. 22, 2019

Should You Revise Your Nonprofit’s Bylaws?

Your not-for-profit has likely grown and evolved since it was founded. Have your bylaws kept pace? Bylaws are the rules…

Barb Sawdy | Jul. 10, 2019

Is Your Accounting Software Living Up to the Hype?

Accounting software typically sells itself as much more than simple spreadsheet or ledger. The products tend to pride themselves on…

Jake Kriegler | Jun. 28, 2019

Grading the Performance of Your Company’s Retirement Plan

Imagine giving your company’s retirement plan a report card. Would it earn straight A’s in preparing your participants for their…

Anna Lovegren | Jun. 28, 2019

What to do if Your Nonprofit Receives an Audit Letter

The IRS’s staffing shortages have been well publicized and audits of individuals have decreased in the past several years. But…

Becky Gibbs | Jun. 24, 2019

Measures that Matter for Nonprofits

Do you want to control costs and improve delivery of your not-for-profit’s programs and services? It may not be as…

Jackie Kennedy | Jun. 19, 2019

Tax Considerations When Selling Your Home

Spring and summer are the optimum seasons for selling a home. And interest rates are currently attractive, so buyers may…