Resource Gallery

Proposed Changes to Federal Grant Rules for Nonprofits
Explore proactive strategies on how to navigate the proposed changes to federal grant rules for your nonprofit.

Hiring family members in your small business: tax advantages and mistakes to avoid
Hiring family members can create real tax advantages for small business owners, but the rules depend on entity type, relationship, age, reasonable compensation, and payroll compliance. Here’s what to know before putting relatives on payroll.

Newly married this year? The tax changes couples miss
Getting married triggers significant tax changes that catch many couples off guard, from a new filing status that takes effect the moment you say "I do," to withholding gaps that can result in an unexpected tax bill in April. Beyond filing and withholding, newlyweds also need to address name and address updates, healthcare coverage decisions, HSA eligibility changes, and dependent-related credits before year-end. Tackling these adjustments proactively, rather than waiting until tax season, helps couples avoid penalties, protect their refunds, and start their financial life together on solid footing.

Summer Jobs, Side Hustles, and Summer Tax Problems
Summer jobs and side hustles can feel like easy extra money, but without the right planning, that income can turn into a surprise tax bill next April. From W-4 mistakes and self-employment taxes to new 1099 reporting thresholds, there are more ways to get tripped up than most families realize. Read on to learn the most common summer tax pitfalls and exactly what you can do right now to avoid them.

Tax Strategies For Rising Income
A jump in income is good news, but it also triggers a chain of tax decisions that most people don't see coming until it's too late to act. From phaseouts and surcharges to retirement account mismatches and withholding gaps, the real planning opportunity happens before year-end, not at tax time. Here's what you need to know to stay ahead of a higher tax bracket.

Post-Tax Season Checklist for Small Business Owners
Tax season may be over, but your completed return holds valuable insights that can help you run a stronger business for the rest of the year. From fixing your bookkeeping systems and building a mid-year budget to reviewing worker classifications and your business insurance, there are five key areas worth addressing while the numbers are still fresh. Taking action now, rather than waiting until the next deadline, puts you in a far better position heading into year-end.

Succession Planning: Ensuring Leadership Continuity in Nonprofits
Nonprofits are built on their missions, but sustained impact depends on leadership continuity.

Trade Deficits, Tariffs, and the 2026 U.S. Trade Policy Agenda
The 2026 U.S. Trade Policy Agenda has the potential to reshape tariffs, trade deals, and supply chain. Here's what American businesses need to know to prepare.

Turning RMDs Into a Strategic Advantage
Required Minimum Distributions often feel like a penalty for saving well, but they don't have to drain thousands in avoidable taxes. With strategic planning, especially in the years before RMDs begin, retirees can reduce future tax exposure, avoid Medicare surcharges, and maintain more control over their income. The key is moving beyond simple compliance and treating RMDs as part of a coordinated, long-term strategy.

Making Hiring Work for Small Businesses
Hiring looks different today than it did even a few years ago - and for small business owners, the result is often the same: inboxes flooded with resumes, scattered candidate folders, and great applicants slipping through the cracks. The right hiring software doesn't make the process impersonal or complicated; it gives you back control so you can focus on finding the right fit.

Spring cleaning your finances: eliminating subscription and asset drift
Financial clutter, from forgotten subscriptions to dormant accounts, can quietly drain your cash flow and complicate your financial picture. A periodic review of your recurring charges, overlooked assets, and automated systems can uncover savings and restore clarity. Learn simple steps to ensure your money and financial systems are working as efficiently as possible.

The Great Pretender: How AI Makes Tax Scams Look Legit
Be cautious and spot the scam! The Great Pretender: How AI Makes Tax Scams Look Legit. Read the article.

Nonprofit Board Governance Best Practices
Nonprofit boards should focus on aligning their finance and strategic growth initiatives to create more cohesion and improve impact. Here are the top governance practices nonprofit boards should know.

Don’t Leave Charitable Deductions on the Table
High-earning families often give generously throughout the year, but poor documentation and incomplete tracking leave thousands in tax deductions unclaimed. From non-cash donations to appreciated securities, each type of gift has specific IRS requirements that must be met to maximize benefits and avoid audit risk. By building a simple tracking system and understanding the rules, you can ensure your generosity works as efficiently as possible.

Protecting Your Family’s Finances in an Economic Downturn
When the economy feels uncertain, families worry about job security and rising costs, but financial downturns don't require panic - they call for clarity and preparation. By focusing on building liquidity, reviewing spending priorities, ensuring proper insurance coverage, and avoiding fear-based decisions, you can create stability during volatile times.
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