Articles

Financial Statement Overview: The Different Statements and Their Uses

Financial statements provide a clear picture of a not-for-profit organization’s financial health. Read more to find out what's included in a complete set of financial statements for a not-for-profit organization.

2025-01-30T10:50:20-05:00January 30th, 2025|Articles, Not For Profit|

Tips for Preparing Business Personal Property Tax Listings

Any individual or business owning or possessing personal property used or connected with a business (or other income generating purpose) must file a business personal property tax listing annually. Learn more.

2025-01-10T13:12:32-05:00January 10th, 2025|Articles, Business Taxation, Individual Taxation|

2024 Year-End Year-Round Tax Planning Guide

Are you confident you are doing everything you can to minimize your income taxes? If not, it may be time for a fresh look. Click above to access the 2024 Year-End/Year-Round Tax Planning Guide.

2024-12-17T16:40:04-05:00December 17th, 2024|Articles, Business Taxation, Individual Taxation|

IRS Implements Additional Reporting Requirements for R&E Credit

Internal Revenue Code §41 provides for the credit for increasing research activities. For taxpayers claiming the credit, more comprehensive reporting requirements will take effect for the 2024 tax year. Learn more.

2024-12-18T13:09:09-05:00December 17th, 2024|Articles, Business Taxation|

Reminders – What Items to Review Each Year

Nonprofit organizations have several moving pieces that could change from year to year. There are details which should be revisited on an annual basis to ensure accuracy and completeness. Learn more about items to assess each year to help your nonprofit organization run smoothly.

2025-01-14T11:22:47-05:00December 6th, 2024|Articles, Not For Profit, SafeSend|

990 Overview – Different Parts of a 990

A question we often hear from our clients is “Why are you asking me so many questions?” The short answer is that the Form 990 is a complex tax return. In fact, the 990 requires more information than many for-profit tax returns. Learn more.

2024-12-06T15:37:34-05:00December 6th, 2024|Articles, Not For Profit, SafeSend|
Go to Top