Knowledge and Insights: Newsletters

Donor Advised Funds: Efficient and Effective Planned Charitable Giving

We have just completed the year-end rush of charitable giving and a barrage of requests from multiple organizations. How can we make this process more strategic and tax efficient? One…

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National Financial Literacy Month Just Got More Exciting

Everyone knows there are certain things you just don’t discuss in polite company, right? It seems this month we need to recognize the taboo that no one even seems to…

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Fighting Fraud in the School Yard

In the last decade, there were numerous reports of fraudulent acts committed by school officials, many resulting in criminal indictments and jail sentences for the perpetrators, as well as significant…

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How CRA & HMDA Disclosures May Lend Help To Your Institution

It’s that time of year again, when financial institutions are working diligently to prepare and validate their Community Reinvestment Act (CRA) and Home Mortgage Disclosure Act (HMDA) filings prior to…

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Tax Implications on Foreign Investments

Happy New Year clients and friends! February is a month during which many organizations take a hard look at their investment portfolios’ prior calendar-year performance. While the markets certainly ended…

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Exits Are Inevitable, Failure Is Not: Planning A Successful Exit

We understand that business owners are so busy addressing today’s economic challenges that they can overlook the critical task of Exit Planning. We also understand that, at some point, all…

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Trump’s Proposed Tax Reforms Could Mean Big Changes For Individuals And Businesses

With the election now behind us, we wanted to share President-elect Trump’s tax reform proposals for both individuals and businesses. Keep in mind that any changes in the current tax…

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6 Challenges Nonprofit Executives are Facing

To better understand what is keeping nonprofit executives up at night, Abila – a leading software provider to nonprofit organizations – surveyed 414 finance professionals who currently work for a…

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Are You Complying With New Procurement Standards Under Uniform Guidance?

For all state, local and nonprofit entities that receive federal awards, whether direct or pass through, Uniform Guidance took effect with fiscal years that began after December 26, 2014. Procurement…

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Emerging Cyber Opportunities in Government Contracting

Amid the aftermath of troubling cybersecurity breaches at various government agencies—including the Office of Personnel Management—the U.S. government and Congress have pushed for a major increase in government focus and…

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