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…
Are You Ready? It’s Here.
Normally, in my life, I try to plan things out in advance. I always have tasks marked on my calendar…
WE LOVE YOU, WE LOVE YOU NOT
EMBRACING THE MILLENIALS I was recently at a conference and was totally surprised when the topic of our beloved Millennials…
