Guidance for Growth

Advisory Watch2024-06-20T13:55:38-04:00

Webinar Recording | Estate Planning & Tax Law Changes for High Net Worth Families

Learn about the significant impact of proposed tax law changes, including the elimination of current strategies and increasing tax rates on high net worth clients and their wealth planning.

December 5, 2024|Categories: Events, Tax: Individual, Wealth Management, Webinar|Tags: , |

Return on Investment (ROI) in Commercial Real Estate

As we approach the year-end, many investors take a step back to evaluate their investments to analyze the performance during a given year. Commercial real estate is an attractive investment sector because it can offer significant returns for discerning investors. Learn about the main tool used to determine the profitability and potential success of a commercial real estate investment.

December 4, 2024|Categories: Construction and Real Estate|Tags: , |

Navigating Compliance and Regulatory Risks for Nonprofits

Nonprofit organizations have unique missions and purposes, often dedicated to bettering society. However, even the best-intentioned organizations can face significant compliance and regulatory risks if they’re not proactive in managing their responsibilities. Explore three major areas of compliance risk and strategies to help nonprofits navigate them effectively.

November 27, 2024|Categories: Not-for-Profit, Risk Advisory|Tags: , |

Navigating Strategic Risk in Nonprofit Organizations

Three major areas where strategic risk commonly arise for nonprofits are the inability to adapt to external shifts, the misalignment of programs with the organization’s mission, and a lack of innovation. Here’s a closer look at each, along with strategies to help nonprofits thrive despite these challenges.

November 26, 2024|Categories: Not-for-Profit, Risk Advisory|Tags: , |

The IRS Is Lowering Interest Rates: Now What?

In mid November, the IRS announced that interest rates will decrease by a percentage point for the calendar quarter beginning January 1, 2025. Learn more about what that means for individuals and corporations.

November 26, 2024|Categories: Tax: Business, Tax: Individual|Tags: |
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