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Private Foundations Need Strong Conflict-of-Interest Policies Image
Private Foundations Need Strong Conflict-of-Interest Policies

Even if your private foundation has good intentions, it may not be enough. You need a conflict-of-interest policy to ...

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9/21/2020
Not All Strategies Are Created Equal Image
Not All Strategies Are Created Equal

Know the difference between Succession Planning, Exit Planning and Business Planning and how to best execute each.

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9/16/2020
Reporting Discontinued Operations Today Image
Reporting Discontinued Operations Today

Many businesses have undergone strategic shifts during the pandemic. Here’s how to determine whether that chang...

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9/15/2020
Financial Dashboards Can Steer Your Nonprofit Towards Financial Success Image
Financial Dashboards Can Steer Your Nonprofit Towards Financial Success

Financial dashboards help nonprofit leaders make decisions by providing clear visualizations of key metrics. Here is ...

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9/10/2020
Find Your Best Path to the Future Image
Find Your Best Path to the Future

Follow these steps to develop a clear picture of how to transition your business to the successor you choose. 

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9/3/2020
3 Steps to
3 Steps to "Stress Test" Your Business

Under stress? Here’s how you can spot vulnerabilities and prevent your business from being blindsided in crisis...

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8/27/2020
Should Your Nonprofit Accept That New Grant? Image
Should Your Nonprofit Accept That New Grant?

Government or foundation grants can help your nonprofit, but they could hamstring your organization. Learn more....

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8/26/2020
Funding a Sale to “Insiders” Image
Funding a Sale to “Insiders”

Business owners often consider “insiders” as viable successors. Can this be a fatal flaw in planning...

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8/19/2020
How to Codify Your Nonprofit's Ethics Image
How to Codify Your Nonprofit's Ethics

Nonprofits that enforce a "code of ethical conduct" are associated with 50% lower fraud losses. Get started here...

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8/18/2020
Forecasting Financial Results for a Start-Up Business Image
Forecasting Financial Results for a Start-Up Business

Today’s markets are unpredictable, but changing conditions can open new business opportunities.

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8/13/2020
File Cash Transaction Reports for Your Business - On Paper or Electronically Image
File Cash Transaction Reports for Your Business - On Paper or Electronically

If your business receives large cash or cash equivalent payments, you may have to report them to the IRS. 

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8/12/2020
Rethinking Cash Flow Image
Rethinking Cash Flow

Since you can’t escape the impact of cash flow, you might as well take it head on, right?

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8/6/2020
Reporting CAMs in the COVID-19 Era Image
Reporting CAMs in the COVID-19 Era

How the pandemic could add a new layer of complexity to the new-and-improved auditor’s report. 

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8/3/2020
Drive Success with Dashboard Reports Image
Drive Success with Dashboard Reports

Is your business running like a fine-tuned machine? Dashboard reports can help you quickly recognize problems and eme...

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7/29/2020
Reporting Embedded Leases Image
Reporting Embedded Leases

Beware: Your supply and service contracts may contain hidden surprises known as “embedded” leases.

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7/15/2020
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Steer Clear of the Trust Fund Recovery Penalty

The “Trust Fund Recovery Penalty” is among the more dangerous tax penalties facing business owners and ma...

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7/6/2020
Where Transferable Value Comes From

One of the most important elements of a successful business transition is transferable value. No matter what an owner...

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6/18/2020
Realistic Timelines

Global economic disruption uniquely affects each business.

CARES Act: Tax Provisions for Businesses

CARES Act - Tax Provisions for Businesses

Preparing Your Company for Possibly Disruption Due to the Coronavirus

There is a lot of information, and misinformation, being shared about Covid-19. With the continued spread of the viru...

Fairness and Equity Among Family Members Image
Fairness and Equity Among Family Members

Owning a successful business can complicate family relations, especially when it comes to family finances. With ...

3 Things That Can Build Future Business Value

What can you do to help yourself overcome growth plateaus?

Concrete Data to help with “The Art of the Deal”

Do you have the information you need to negotiate for your business?

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2/8/2019
How Business Owners Are Approaching Their Futures

Take a moment to consider the long-term future of your business.

THE TAX CUTS AND JOBS ACT: 30 Ways The Act May Affect You And Your Business

A summary of the most widely applicable points of the tax reform passed in December 2017.

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1/19/2018
THE TAX CUTS AND JOBS ACT: Changes to Business Taxation

Part 3 of 3: A summary of the most widely applicable points of the tax reform passed in December 2017.

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1/19/2018
How Do I Sell Thee? Let Me Count the Ways

It’s been said that the best time to plant a tree is 20 years ago — or today. The same applies to your bu...

Does Your Organization Have Unrelated Business Income?

Even though an organization is recognized as tax-exempt, it still may be liable for tax on its unrelated business tax...

Understanding Small Business Certification

As companies vie for their share of federal funds in a competitive market, many are weighing the benefits of a small ...

Due Diligence: How to Avoid Surprises When Acquiring a Manufacturing Company

Due diligence is one of the most critical stages in the process of purchasing a business. Some buyers incorrectly ass...

What Will Happen To Your Business When You Leave?

We understand that business owners are so busy addressing today’s economic challenges that they can overlook th...

Set A Fair Price To Sell Your Share Of The Business

If, emulating Jack Nicholson and Morgan Freeman, you hope to climb the Pyramids and hit the tables in Monte Carlo whe...

‘Look-Through’ Lowdown

We all know how important it is to understand how tax laws affect the day to day operations of a construction busines...