In the dynamic landscape of modern business, efficient inventory management is paramount to success. With the rise of global markets…
Endowment Woes! Navigating The Nuances With Endowments
An endowment is a pool of funds donated or set aside to be preserved over time in order to support…
Blockchain in Privacy for Nonprofits
By Karen A. Schuler, CIPM, CIPP/E, CIPP/US, FIP, CDPSE, CFE, and Taryn Crane, PMP, FIP, CIPM, CIPP/E, CIPP/US Nonprofit organizations,…
Succession Planning: Preserving, Protecting, and Passing on Wealth
Transitioning Ownership The decisions made regarding ownership of the family office or closely held business may not necessarily be the…
Substantiation of Business Income and Expenses – Items of Note
Businesses of all sizes are experiencing increasing scrutiny by taxing authorities, at the federal, state and local levels. Fees and…
To Give or Not to Give
One of the first things I learned when I started my career in accounting is that numbers don’t lie. But…
