Category: Newsletters

Merger and acquisition (M&A) activity is widely expected to pick up this year, after a lull in 2022. Amid economic uncertainty, earnouts are likely to play a big role in many deals. The structuring of Read More

The tax-exempt status of a 501(c)(3) organization is its lifeblood. Without it, most not-for-profits couldn't obtain the financial and other support they need to fulfill their mission. That's why you need to protect your exempt Read More

All business owners know they need to keep a keen eye on operating expenses, especially during economically uncertain times. Even small savings can add up when it comes to boosting profit margins, and reducing operating Read More

It’s easy to get sidetracked in the day-to-day demands of running a business and let your financial reporting processes take a back seat. When used to its full potential, accounting software like QuickBooks can put Read More

You may not think of your small business's payroll function as risky. But if you don't properly handle certain payroll challenges, you may risk IRS scrutiny, operational disruptions and financial losses. What should you watch Read More

Benchmarking — or comparing a company's financials to those of industry peers and its own historical performance — can provide insight into future cash flows and operating risks. Business valuation professionals use the following types Read More

Financial insights are the foundation of a healthy, growing business. Yet many small and mid-sized businesses lack the visibility they need into the numbers behind their cash flow, profitability, or other key metrics. Sometimes it’s Read More

The statement of cash flows is arguably the most misunderstood and under-appreciated part of companies' annual reports. But it can also provide valuable insight to stakeholders who understand its uses and potential weaknesses. The guidance Read More

The term "501(c)(3) organization" — which refers to the Internal Revenue Code section governing not-for-profit entities — often is used interchangeably with "public charity." But not all 501(c)(3) organizations are public charities. Some are private Read More

To maximize their tax savings, construction business owners need to plan year-round. Strategic tax planning is about not only knowing which credits and deductions your company can claim, but also minding other important details. Here Read More