How Your Nonprofit Can Better Engage Members and Encourage Renewals
These days, many people are evaluating recurring expenses and deciding which memberships deserve a place in their budgets.
Moving to a New State? Review the Tax Implications First
Whether you’re relocating for work, retirement, family, or lifestyle reasons, state taxes can have a significant financial impact. Taxes vary widely from state to state, and establishing residency for tax purposes may be more complicated than you expect.
7 Ways to Protect Your Business from Tax Identity Theft
Tax identity theft isn’t limited to individual taxpayers—businesses are also targeted through their Employer Identification Numbers (EINs), payroll systems, and tax filings. The financial impact of these crimes can be significant.
Why Estate Planning for Foreign Assets Requires Extra Attention
Do you hold assets such as overseas real estate, foreign bank accounts, or investments in international markets?
Still Waiting on Your ERC Claim? Time Is Running Out—Take Action Now
If you filed a claim for the Employee Retention Credit (ERC) and still haven’t been paid, you are not alone.
How Your Nonprofit Can Move Beyond Feast-or-Famine Fundraising
In the early days, many nonprofits rely on bursts of fundraising activity—short campaigns that bring in funds, followed by long, quiet stretches. However, as an organization matures, this stop-and-start approach can limit growth and stability.
Received an IRS CP53E Notice? Read This Before You Act
Recently, there has been a significant increase in clients receiving IRS Notice CP53E, which states that their 2025 Form 1040 refund could not be deposited into their bank account. However, in many cases, a refund was not due to the taxpayer receiving the notice.
Kara Darlington, CEO, Named to PICPA Board of Directors
Kara Darlington, CPA, Chief Executive Officer (CEO) of SEK, CPAs & Adviso
What You Need to Know About the Qualified Tip Income Final Regulations
Tipping has long been a key part of income for many workers, but until now, it hasn’t come with much in the way of tax relief.
Fine-Tuning Your Tax Withholding After Filing Your Return
Many taxpayers discover at filing time that their tax payments during the year didn’t align with their actual liability—with either too much or too little being withheld from their paychecks.