02.12.20

Capital Gains Planning: When Timing is Everything
Adam M. Levine

The timing of capital gains and losses may have a significant impact on your tax bill. So it pays to consider the tax implications before you sell investments, particularly as the end of the year approaches. The Long and short of it Generally, the longer you hold an appreciated investment, the better. It allows you […]

02.07.20

Why Business Owners Need to Know How to Forecast
Chris Arndt

Forecasting: Surprisingly overlooked; hugely strategic This may come as a surprise. Our target market companies are making anywhere up to $25+ million in revenue per year and a lot of them still do not forecast.  It is one of the reasons we can offer something unique to our clients. We see their financials as part […]

02.06.20

Ten Cybersecurity Best Practices For Not-For-Profit Organizations
Siobhan Climer

For-profit businesses are not the only organizations that can find themselves in need of a loan. Not-for-profit organizations often face cash flow issues due to budgetary restraints that call for relatively quick cash. If your organization faces similar situations, consider the decision to borrow carefully.

02.04.20

Required Minimum Distributions and “Lost” Participants

Losing contact with former participants who have vested benefits remaining in your plan can be problematic for both the former participants and the plan sponsor.

01.31.20

Millennials and Health Care

As millennials are now a primary group of adult consumers and patients, medical practices should consider how millennial views and expectations regarding health care have been shaped by access to the Internet, mobile devices, social media, etc. 

01.29.20

Federal Grant Procurements and Contracts: Some Compliance Tips and Best Practices for Not-for-Profits
Alais L. M. Griffin

Federal grant compliance requirements are numerous, exacting and complicated. A failure to comply can lead to federal audits, frozen grant funds, and even legal, financial and reputational risk. This blog focuses on tips and best practices for federally-funded procurement transactions.

01.28.20

Historic Tax Credit is Alive and Well
Kathy Z. Jeziorski

The Historic Tax Credit (HTC) for rehabilitating historic buildings survived the TCJA but is less beneficial than it was for projects completed before 2018.

01.22.20

Three Reasons to Switch to NetSuite
Chris Arndt

Are you concerned your current accounting solution cannot scale with your company? Here are the signs you need an ERP and the top three reasons to switch to NetSuite.

01.21.20

Substantiating Charitable Gifts: Do You Know the Rules?
Jeffrey R. Green

Recently, the IRS issued final substantiation regulations for charitable contributions. To avoid costly mistakes, it is important to familiarize yourself with these rules.

01.20.20

SECURE Act Expands Access to Multiple Employer Retirement Plans
Thomas Pierce

The Setting Every Community Up for Retirement Enhancement (SECURE) Act increases access to multiple employer plans to help employees save for retirement.