Have you properly substantiated your 2018 charitable gifts?
Donating to charity is a key estate planning strategy for many people. It reduces the size of your...
Auditing cashless transactions
Like most businesses, you’ve probably experienced a significant increase in the number of customers...
Warning! 4 signs your nonprofit is in financial danger
Signs of financial distress in a not-for-profit can be subtle. But board members have a...
ESG issues: To report or not to report?
Securities and Exchange Commission (SEC) Chairman Jay Clayton recently said that public companies...
College financing may be an integral part of your estate plan
The staggering cost of college makes it critical for families to plan carefully for this major...
The 2018 gift tax return deadline is almost here
Did you make large gifts to your children, grandchildren or other heirs last year? If so, it’s...
What you need to know about filing gift and estate tax returns
Have you made substantial gifts of wealth to family members? Or are you the executor of the estate...
Audits hone in on cybersecurity
In 2018, U.S. organizations that suffered a data breach lost an average of $7.91 million as a...
Lean manufacturers: Reap the benefits of lean accounting
Standard cost accounting doesn’t necessarily work for lean operations. Instead, lean accounting...
Beware the Ides of March — if you own a pass-through entity
Shakespeare’s words don’t apply just to Julius Caesar; they also apply to calendar-year...