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Maximize Your Charitable Giving Impact
Season 1 Episode 18
Maximize Your Charitable Giving Impact — Why Charitable Giving Matters: While charitable giving starts as a generous act and a way to support causes you care about, it can also optimize your tax stra…
Published on 8 hours ago
Understanding Form 990 for Nonprofit Organizations
Season 1 Episode 17
Why Form 990 Matters For nonprofit organizations, compliance and transparency are essential to maintaining tax-exempt status and building trust with donors, grant-makers, and the public. One of the m…
Published on 2 weeks ago
Choosing the Right Structure for Your Business
Season 1 Episode 16
Why Business Structure Matters. When starting a business entity, one of the most important—and often overlooked—decisions is choosing the right structure. From sole proprietorships to LLCs to corpora…
Published on 1 month, 1 week ago
Staying Ahead of International Taxation
Season 1 Episode 15
U.S. citizens and residents with foreign financial interests must understand and comply with international tax obligations to avoid costly penalties. The U.S. taxes individuals on worldwide income, m…
Published on 1 month, 3 weeks ago
Planning the Future Your Business Deserves
Season 1 Episode 14
Exiting a business involves more than selecting a date and placing the company on the market—it requires careful preparation financially, operationally, and emotionally to ensure a smooth and success…
Published on 2 months, 1 week ago
The Strategic Impact of FP&A Budgeting
Season 1 Episode 13
Financial Planning and Analysis (FP&A) forecasting and planning goes beyond traditional budgeting. It’s a dynamic planning tool that helps organizations set realistic expectations, evaluate performan…
Published on 2 months, 2 weeks ago
The Critical Role of Financial Reporting for Nonprofits
Season 1 Episode 12
Why Financial Reporting Matters: While balance sheets and income statements are essential, financial reporting for nonprofits goes beyond just numbers on a page. It includes internal reports such as …
Published on 3 months, 1 week ago
How to Prepare for Your Attestation Service
Season 1 Episode 11
When it comes to financial reporting, businesses and organizations often require attestation services, but there’s often confusion about what these services actually entail. Many people think they ar…
Published on 3 months, 3 weeks ago
What Employers Need to Know About Employee Benefit Plans
Season 1 Episode 10
There are two main types of benefit plans: defined contribution plans and defined benefit plans. A defined contribution plan, such as a 401(k), ESOP, or profit-sharing plan, specifies the amount an e…
Published on 4 months, 1 week ago
The Power of Enterprise Risk Management
Season 1 Episode 9
Every organization encounters risks, but not all risks are negative. Avoiding risk entirely can limit growth and prevent an organization from reaching its full potential. Instead, organizations must …
Published on 4 months, 3 weeks ago