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Blog Month: December 2022

How to get the maximum benefit out of your 401(k) plan

Investing money into a tax-advantaged retirement plan can benefit you by reducing taxes and saving more money for retirement. If your employer offers a 401(k) or Roth 401(k), contributing to

How to qualify for the QBI deduction and year-end strategies to maximize this deduction

As a business owner, you may have heard others mention QBI, Section 199A, or the pass-through deduction. These are all common ways to refer to the qualified business income (QBI)

Year End Strategies for Investors to Cut Taxes

During 2022, the stock market has been down, but there have been some bright spots along the way. As the year ends, you should consider making some moves to make

Take a sabbatical? I’d love to but I just can’t.

Any chance you are feeling less than vibrant, stale, out of gas, tired, weary, and needing to recharge and renew? Any chance you’ve been experiencing a pandemic, political polarization, or

Charitable Gifts that Qualify as Tax Deductions

As individuals begin to finalize their year-end giving, it is important to consider the deductibility of contributions. According to IRS Publication 526, Charitable Contributions, deductible contributions must be made to

New Lease Accounting Standard Made Easy

As the year-end approaches, many businesses and exempt organizations are taking a look at the new lease standard and its requirements. For those overwhelmed by the new standard, please join

Year-End Tax Update

Our tax experts discuss the changes that may impact you or your business this year. We’ll cover: Tax planning updates for businesses and individuals (Inflation-adjusted tax brackets, Bonus/Sec 179 expensing,

Post Grant Award Checklist

Congratulations! After months spent researching, writing, and submitting grant proposals, your organization has been notified that it has been selected for a grant award!   After the initial excitement has

QuickBooks User Group | Accounting 101 in QuickBooks Online

Learn how to: Organize your chart of accounts Sort your transactions into the right accounts Create and understand key financial statements Edit journal entries to fix errors Webinar Recording

Accounting & Audit Update 2022

During this webinar, we bring you up to date on the latest developments in auditing and accounting that impact non-profits starting with 2022 calendar year-end. We cover the following topics: