Can your board recognize financial red flags? A key fiduciary duty of your not-for-profit’s board of directors is to oversee and monitor the organization’s financial health.... Read More
The tax aspects of selling mutual fund shares Perhaps you’re an investor in mutual funds or you’re interested in putting some money into them. You’re not alone. The In... Read More
How to make the most of your multigenerational workforce Many of today’s businesses employ workers from across the generational spectrum. Employees may range from Baby Boomers to members of ... Read More
2 valuable year-end tax-saving tools for your business At this time of year, many business owners ask if there’s anything they can do to save tax for the year. Under current tax law, there... Read More
How to protect your nonprofit’s credit cards from misuse A hypothetical not-for-profit staffer named Britney had maxed out her personal credit cards. So when her car needed repairs, she reached fo... Read More
What is your taxpayer filing status? For tax purposes, December 31 means more than New Year’s Eve celebrations. It affects the filing status box that will be checked on y... Read More
Bridging the gap between budgeting and risk management At many companies, a wide gap exists between the budgeting process and risk management. Failing to consider major threats could leave you v... Read More
Manage your working capital more efficiently Working capital is the difference between a company’s current assets and current liabilities. For a business to thrive, its working c... Read More
Setting up a Health Savings Account for your small business Given the escalating cost of employee health care benefits, your business may be interested in providing some of these benefits through an ... Read More
Use a Coverdell ESA to help pay college, elementary and secondary school costs There are several ways to save for your child’s or grandchild’s education, including with a Coverdell Education Savings Account... Read More
Can your board recognize financial red flags?
