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What is a Fractional CFO – and when should your business hire one?
Knowing what a fractional CFO does and recognizing the signs that it’s time to bring one on can help you move forward with intention.

501(c)(3) campaign intervention reminder
Election Season Reminder for an organization holding 501(c)(3) tax-exempt status. Staying compliant with political campaign intervention rules is critical to protecting the tax-exempt status your mission depends on.

Internal Control Fraud at Nonprofits
Learn how to mitigate three internal control weaknesses that contribute to occupational fraud.

Understanding Group Exemptions and Group Returns for Nonprofits
Effective January 20, 2026, the IRS has issued updated guidance that reshapes how group exemptions are obtained and maintained.

Planning guide for this 2026 tax season
With just a little preparation, you can avoid surprises, minimize your tax bill, and make the entire process smoother for both you and your advisor. Here's how to stay ahead this 2026 tax season.

Your Guide to 1099s for the 2025 Tax Year
Businesses must prepare 1099s for contractors and vendors by February 2, 2026. Understanding which forms to use and getting organized now can help you stay on track and avoid costly IRS penalties.

Inflation-adjusted tax provisions: 2026 updates
Discover the latest inflation-adjusted tax changes for the 2026 tax year. Delve into how these modifications could impact your taxes and optimize your strategy for the year.

Reporting Fair Market Value and Revenue for Nonprofits
Understanding the reporting requirements for nonprofits on Form 990 is crucial, especially regarding the fair market value (FMV) of non-cash prizes and goods or services at fundraising events.

Update on the 2025 and 2024 Compliance Supplements
The OMB released a draft of the 2025 Compliance Supplement in August 2025, but auditors cannot finalize Single Audit reports for fiscal years ending June 30, 2025, or later until the final version is issued, as clarified by the American Institute of CPAs (AICPA).

Final regulations released on increased catch-up contributions under SECURE 2.0
The latest IRS final regulations under the SECURE 2.0 Act increase catch-up contribution limits for individuals aged 60 to 63 and require Roth contributions for higher-income earners. Explore how these rules may change your retirement strategies.

Preparing for the end of federal paper checks
Executive Order 14247 directs federal agencies to phase out paper checks for refunds, benefits, and contracts. Here’s who’s affected and how to prepare.

Critical updates on energy credits
This article covers several upcoming deadlines for anyone planning energy-efficient upgrades or investments.
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