Industry News

An annual estate plan checkup is critical to the health of your estate plan. Because various exclusion, exemption and deduction amounts are adjusted for inflation, they can change from year to year, impacting your plan. Click here to learn more.

Understanding what motivates donors and how their motivations vary across demographic groups can help your not-for-profit more effectively reach and engage potential supporters. Click here for more details.

It’s never been easier to outsource certain business functions so you can better focus on fulfilling your company’s mission and growing its bottom line. Here are four such functions to consider.

While most provisions of the Tax Cuts and Jobs Act (TCJA) went into effect in 2018, there are two major changes under the act for 2019. Here’s a closer look.

A revocable trust — often referred to as a “living trust” — can help ensure smooth management of your assets during life and avoid probate at death. Click here to learn more.

Now that 2019 has begun, it’s a good time to review the most significant provisions impacting individual taxpayers.

If your company finds itself headed to court looking to recover lost profits, diminished business value or both, it’s important to know how the damages might be determined. When financial experts calculate economic damages, they generally rely on the following methods.

If your son or daughter currently is home from college on winter break, now is a good time to sit down and discuss a few estate planning documents he or she should have at this stage of life. Here are a few tips.

Many not-for-profits look beyond the United States to boost revenue. Click here for more details.

The promise of the new year lies ahead. One way to help ensure it’s a profitable one is to re-evaluate your company’s pricing strategy. Click here to learn more.

Most not-for-profit organizations can’t afford to lose precious financial resources, so you need to do whatever possible to minimize accounting and tax mistakes. Get started by considering the following five questions.

By taking steps to raise awareness of your products and services, you’ll put yourself in a better position to increase sales and profitability. Click here to learn more.

It may be advisable to take additional steps to protect separate property from potential loss in the event of divorce. Click here for more details.

In today’s competitive business landscape, your ability to stay up to date — or, better yet, get ahead of the curve — on the emerging technologies in your industry could make or break your company. 

To effectively prevent financial and other critical mistakes, make sure your religious congregation complies with IRS rules and federal and state laws. In particular, pay attention to these key factors.

With the dawn of 2019 on the near horizon, here’s a quick list of tax and financial to-dos you should address before 2018 ends.

It’s common for hotel owners to outsource the management of their properties. Unfortunately, hotel management companies sometimes fraudulently profit at the owners’ expense. 

As the year winds to a close, most businesses see employees taking a lot of vacation time. Fortunately, there’s a way to reduce the year-end PTO vortex without having to allow unlimited rollovers: a PTO contribution arrangement. 

Many organizations take the pulse of their membership with regular surveys but fail to conduct them strategically — and end up with useless information. Maximize your next survey’s effectiveness by focusing on these 5 objectives.

Those who run family-owned businesses often underestimate the need for a succession plan. It’s important for you, as a family business owner, to create a formal succession plan — and to communicate it well before it’s needed. Click here to learn more!

Not only is it good business practice for insurers to cover legitimate claims, but it’s illegal for them to deny them.  Click here to learn more.