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Firm Overview
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National and International Affiliation
Team
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Services Overview
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Managed Accounting Solutions
industries & clients
Industries Overview
Professional Services
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Latest Newsletters
Non-profit Observer: Winter 2024
Latest Blog Posts
Featured
Feb 20, 2025
Do you have the right amount of life insurance coverage?
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Put your nonprofit’s cybersecurity system to the “pen” test
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Feb 18, 2025
You may be able to make a deductible IRA contribution for last year this year
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Do you have an excess business loss?
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Feb 13, 2025
A revocable trust can be a versatile tool in your estate plan
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Beyond Boomers: How to engage younger generations
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Feb 11, 2025
Financial relief for families: The benefits of the Child Tax Credit
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Feb 6, 2025
President Trump’s tax plan: What proposals are being discussed in Washington?
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Charitably inclined? Pair a donor-advised fund with your estate plan
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Feb 5, 2025
Preparing for a financial crisis? Build up operating reserves
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Feb 4, 2025
Taming the tax tangle if you’re retiring soon
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Feb 3, 2025
Many business tax limits have increased in 2025
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