Recent News & Blog

  • Tax-wise ways to save for college

    If you’re a parent or grandparent with college-bound children, you may want to save to fund future education costs. Here are several approaches to take maximum advantage of the tax-favored ways to save that may be available to you. Savings bonds

  • Even perfectionists can learn to love delegation

    Not-for-profit executives can be perfectionists — they often know exactly how they want something done and believe they’re the only ones capable of doing it right. Unfortunately, this attitude can alienate staffers and make it difficult to mentor successors and build effective teams.

  • Getting into data analytics without breaking the bank

    Most business owners would probably agree that, in today’s world, data rules. But finding, organizing and deriving meaning from the terabytes upon terabytes of information out there isn’t easy.

  • Employers should be wary of ERC claims that are too good to be true

    The Employee Retention Credit (ERC) was a valuable tax credit that helped employers that kept workers on staff during the height of the COVID-19 pandemic.

  • Run the numbers before donating appreciated assets to charity

    Are you charitably inclined? If so, you probably know that donations of long-term appreciated assets, such as stocks, have an advantage over cash donations. But in some cases, selling appreciated assets and donating the proceeds may be a better strategy.

  • Update on remote auditing

    Remote work became a buzz topic when the United States went into lockdown mode in 2020 to combat the effects of COVID-19. Like many companies, audit firms quickly shifted to remote auditing with video conferencing and drones.

  • Before your nonprofit celebrates that new grant …

    Most not-for-profits can’t afford to turn down offers of financial support. At the same time, you shouldn’t blindly accept government or foundation grants simply because they’re offered. Some grants may come with excessive administrative burdens, cost inefficiencies and lost opportunities.

  • SECURE 2.0 law may make you more secure in retirement

    A new law was recently signed that will help Americans save more for retirement, although many of the provisions don’t kick in for a few years. The Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0) was signed into law on December 29, 2022.

  • SEK Admits Two New Members of the Firm

    FOR IMMEDIATE RELEASEJanuary 3, 2023

  • Renting to a relative? Watch out for tax traps

    If you own a home and rent it to a relative, you may be surprised to find out there could be tax consequences. Quick rundown of the rules

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