Resources

The Key Functions of Your Nonprofit Board

The Key Functions of Your Nonprofit Board

Nonprofit board service can be as exhausting as it is rewarding. Whether you are on a board yourself, thinking about joining a board, or seeking to improve the one you sit on, here are three things that high-functioning nonprofit boards get right.
Strategic Giving: Comparing Private Foundations and Donor-advised Funds

Strategic Giving: Comparing Private Foundations and Donor-advised Funds

Discover the benefits of private foundations for managing charitable giving and how they differ from donor-advised funds. Gain greater control and flexibility over your philanthropic efforts while creating a lasting legacy of giving for future generations.
NLRB Decision May Affect Your Workplace Policies

NLRB Decision May Affect Your Workplace Policies

Discover how a recent decision by the National Labor Relations Board could reshape workplace policies and potentially impact your business. Learn more about Section 7 of the National Labor Relations Act and the NLRB decision means for employee rights and how it could affect your company's rules.
Essential Guidelines for Owner-Involved Business Loans

Essential Guidelines for Owner-Involved Business Loans

Learn the important considerations when loaning money to your business or borrowing from it to avoid legal and tax issues.
Determining Reasonable Compensation for S-Corp Owners

Determining Reasonable Compensation for S-Corp Owners

As an owner of an S-Corp, understanding the concept of reasonable compensation is crucial for tax planning and compliance. Learn about the IRS's reasonable compensation rules for determining how much should be taken in the form of wages versus pass-through income.
Why the Cost of Customer Acquisition Is So Important

Why the Cost of Customer Acquisition Is So Important

For any business, understanding and effectively managing the cost of customer acquisition is crucial for success. In this video, we'll explain what it is, how it's calculated, and how it affects a business's profitability, cash flow, and overall growth.
How Top CEOs Found Success Through Immersion

How Top CEOs Found Success Through Immersion

Discover how CEOs of Airbnb, Starbucks, and Uber immersed themselves in their own businesses as customers and frontline employees, gaining valuable insights that transformed their companies. Learn how their firsthand experiences led to innovative improvements and a better understanding of their customers' needs.
Will You Need To Report Beneficial Ownership Information?

Will You Need To Report Beneficial Ownership Information?

The Corporate Transparency Act will require most businesses to provide beneficial ownership information to the U.S. Department of Treasury to combat money laundering. Find out who needs to report, what information is required, and when the reports must be submitted.
IRS clarifies employee retention credit guidance

IRS clarifies employee retention credit guidance

IRS guidance addresses full or partial suspensions of operations due to supply chain disruption for ERTC and erroneous ERTC refunds.
From Surviving to Thriving: The Benefits of Digital Transformation

From Surviving to Thriving: The Benefits of Digital Transformation

Discover the benefits of digital transformation for businesses, including enhanced operational efficiency, real-time insights, and a competitive advantage in today's evolving market.
Mistakes To Avoid When Setting Growth Goals

Mistakes To Avoid When Setting Growth Goals

Discover the common mistakes made when setting growth goals and how to avoid them. Learn how to create a clear and achievable plan to take your business to the next level.
Telecommunications industry outlook

Telecommunications industry outlook

In our 2023 telecommunications industry outlook, we explore what's ahead for middle market business leaders.
The Power of AI: Boosting Worker Productivity

The Power of AI: Boosting Worker Productivity

Learn how Artificial Intelligence is transforming worker productivity and its impact on businesses and the labor market.
Hiring Your Child Can Help You Save Big in Taxes

Hiring Your Child Can Help You Save Big in Taxes

Hiring your child for your business can lead to significant tax savings by shifting income, reducing taxes, and reducing FICA and FUTA obligations. However, it's crucial to follow employment laws and withhold appropriate taxes. Learn more about the benefits and rules for hiring your child.
Business Travel Expenses: Per Diem vs Actual Expenses

Business Travel Expenses: Per Diem vs Actual Expenses

If your employees travel for work purposes, it’s important to understand the various methods of tracking and substantiating travel expenses so that you can maintain accurate records, control costs, and take advantage of potential tax benefits. Watch this video to learn about business travel expenses, per diem allowances, and how they affect employees and employers.