Guidance for Growth

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

The Easiest Way to Save Time Immediately: Free Scheduling Tools

If you’re still spending hours exchanging emails just to schedule meetings, you’re wasting precious time that could be better spent on more important tasks. With free scheduling technologies like Calendly and Microsoft Bookings, you can dramatically reduce the back-and-forth hassle of finding suitable meeting times.

October 24, 2024|Categories: Uncategorized|Tags: |

The Importance of the Program Expense Ratio for Nonprofits

Functional expense allocations and the program expense ratio are crucial aspects of financial transparency for nonprofits. Learn why properly allocating expenses into categories like program services, management, and fundraising not only provides a clear financial picture but also significantly impacts the organization’s public image, fundraising potential, and IRS compliance.

October 23, 2024|Categories: Not-for-Profit|Tags: |

Top 5 Tax Considerations for Franchise Owners

Tax planning is a critical piece of managing a franchise; however, many franchise owners simply don’t have the time or background knowledge to adequately or strategically tackle the tax implications of owning a franchise. Learn about 5 of the most important and commonly overlooked tax considerations impacting franchisees and provide practical steps you can take to begin optimizing your tax situation.

October 22, 2024|Categories: Franchise, Tax: Business|Tags: |

The Future of the SALT Cap: Ways You Can Prepare Now for Potential Scenarios

The SALT deduction's future is uncertain ahead of its scheduled sunset at the end of 2025. Here's how taxpayers can prepare for potential outcomes.

October 18, 2024|Categories: Tax: State & Local|Tags: |

Mitigating Governance and Leadership Risks in Nonprofits: Strengthening Foundations for Long-Term Success

In the nonprofit world, governance and leadership are the cornerstones of organizational success. Learn about some common governance and leadership risks that nonprofits must address to ensure long-term sustainability.

October 17, 2024|Categories: Not-for-Profit, Risk Advisory|Tags: , |
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The content of these articles are accurate as of the date noted below each article. Always ensure you are reviewing the most recent information available. Contact your tax advisor if you need clarification.

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