Exceeding Expectations. Always. — Business Advisors and CPAs


Steering your nonprofit through its growth stage

Growth-stage nonprofits are generally in a more comfortable financial position than at their inception. But even if you’ve cultivated funding sources, you must find ways to maintain growth and address other growing pains issues.
Posted: August 31st, 2018 | Permalink

The TCJA prohibits undoing 2018 Roth IRA conversions, but 2017 conversions are still eligible

Converting a traditional IRA to a Roth IRA can provide tax-free growth and tax-free withdrawals in retirement. But conversions are subject to income tax.
Posted: August 28th, 2018 | Permalink

Update your nonprofit’s social media policy

A social media policy helps ensure that staffers, board members and volunteers use online accounts to promote and enhance, not damage, your not-for-profit.
Posted: August 24th, 2018 | Permalink

Provide for family members with special needs using an SNT

If you have a family member with a disability that requires long-term care or prevents him or her from being able to support him- or herself, consider a special needs trust.
Posted: August 14th, 2018 | Permalink

Is there a weak link in your supply chain?

Every company should watch out for weak links in its supply chain.
Posted: August 12th, 2018 | Permalink