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Financial Insights

Expert Articles and CPA Resources for Businesses and Non-Profits

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Be Tax-Smart with your Mutual Fund Investments
08/06/2026
Cost Segregation 101 for Wisconsin Real Estate Owners
08/05/2026
Top PSCP Audit Findings and How to Avoid Them
08/04/2026
Won Money? Understand the Tax Rules Before You Spend It
07/31/2026
Should Your Association Create a Related 501(c)(3) Foundation?
07/31/2026

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Free Training

The Business Owner’s Exit Roadmap

Recorded on: 07/30/2026
Four Common Fraud Tactics We’re Seeing More Often
07/24/2026
How Can Wisconsin Nonprofits Maintain 501(c)(3) Compliance and Tax-Exempt Status?
07/23/2026

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Free Training

Strengthening Your Single Audit Readiness

Recorded on: 07/21/2026
The New Senior Deduction and Taxation of your Social Security
07/21/2026
IRS Issues Mid-Year Standard Mileage Rate Increase
07/17/2026

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Free Training

Special Needs Scholarship Program Enrollment Audits: Key Insights from an Auditor

Recorded on: 07/15/2026

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Begins

6
Aug
Online

Certified Non-Profit Accounting Professional (CNAP)

4-Part Training Series

Thursday, August 6, 2026 |
10:00am -
3:00pm CDT
$750

Learn More

16
Sep
Online

Is Your Nonprofit Financially Prepared for Change?

Wednesday, September 16, 2026 |
11:00am -
12:00pm CDT

Nonprofits are dealing with increasing complexity and a faster pace of change. Responding effectively requires proactive planning, agility, and a clear understanding of the organization’s financial resiliency and long-term sustainability.

Learn More

Begins

13
Oct
Online

Certified Nonprofit Accounting Professional (CNAP) Advanced

Tuesday, October 13, 2026 |
10:00am -
3:00pm CDT

If you’ve completed the CNAP certification and are ready to strengthen your expertise in nonprofit financial management, CNAP Advanced offers deeper insight into the accounting, governance, and compliance issues nonprofits

$500

Learn More

Begins

28
Oct
Online

Certified Nonprofit Accounting Professional (CNAP)

4-Part Training Series

Wednesday, October 28, 2026 |
10:00am -
3:00pm CDT
$750

Learn More

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We provide accounting, audit and assurance, consulting, and tax planning to variety of clients, including businesses and non-profit organizations.

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