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Make more timely business decisions with interim financial reports Make more timely business decisions with interim financial reportsBusiness

Make more timely business decisions with interim financial reports

If you decide to hire new employees, adjust prices or expand operations, you shouldn’t rely…
Diana
DianaOctober 8, 2026
Prepare now for a more efficient audit Prepare now for a more efficient auditAccounting

Prepare now for a more efficient audit

Audit preparation should begin long before fieldwork starts. Giving your accounting team and external auditor…
Diana
DianaOctober 8, 2026
When the record matters: Better board minutes for nonprofits When the record matters: Better board minutes for nonprofitsNonprofit

When the record matters: Better board minutes for nonprofits

Board minutes are more than an administrative formality. They provide the official record of how…
Diana
DianaSeptember 30, 2026
Watch out for the growing reach of the additional 3.8% tax on investment income Watch out for the growing reach of the additional 3.8% tax on investment incomeIndividuals

Watch out for the growing reach of the additional 3.8% tax on investment income

Strong portfolio performance can bring an unwelcome surprise: an additional 3.8% federal tax. The income…
Diana
DianaSeptember 30, 2026
How your business can use AI to strengthen customer service How your business can use AI to strengthen customer serviceBusiness

How your business can use AI to strengthen customer service

These days, customers expect fast and personalized service and support from the businesses they patronize.…
Diana
DianaSeptember 30, 2026
Consider an installment sale to optimize taxes when selling your business Consider an installment sale to optimize taxes when selling your businessBusiness

Consider an installment sale to optimize taxes when selling your business

Over the years, you’ve invested blood, sweat and tears into building a successful small business.…
Diana
DianaSeptember 30, 2026
Assessing your business’s fraud risks Assessing your business’s fraud risksAccounting

Assessing your business’s fraud risks

Fraud risks change as your business and its external market conditions evolve. Controls that were…
Diana
DianaSeptember 25, 2026
Good intentions aren’t a defense: D&O insurance for nonprofits Good intentions aren’t a defense: D&O insurance for nonprofitsNonprofit

Good intentions aren’t a defense: D&O insurance for nonprofits

Nonprofit leaders frequently make consequential decisions about money, people and programs. But even well-informed and…
Diana
DianaSeptember 25, 2026
What higher 2026 AMT risk may mean for your year-end tax planning What higher 2026 AMT risk may mean for your year-end tax planningIndividuals

What higher 2026 AMT risk may mean for your year-end tax planning

Tax law changes taking effect this year will increase alternative minimum tax (AMT) risk for…
Diana
DianaSeptember 25, 2026
A small business primer on expense deductions A small business primer on expense deductionsBusiness

A small business primer on expense deductions

Whether your small business is new or you’ve run it for decades, you may not…
Diana
DianaSeptember 25, 2026
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