The window to lower your 2026 tax bill runs from October 15 to mid-December. Here's how to use it. By Terri Brechter, CPA | Principal, abip CPAs & Advisors Every January, I get the same call. "What can we do about last year?" And every January I have to give the same...
Nonprofit organizations play a vital role in our communities, but they also face a unique set of financial, operational, and compliance challenges. From managing restricted contributions and grant funding to maintaining adequate internal controls and meeting donor and...
Most owners arrive at a number before they arrive at an advisor. They search their industry, add "EBITDA multiple," and the first credible figure becomes the anchor for every conversation that follows. If you are reading this before that anchor has set, you have an...
As the end of 2026 approaches, look beyond investment performance and consider how taxes may affect your overall returns. Although tax considerations generally shouldn’t drive investment decisions, a year-end portfolio review may identify opportunities to reduce your...
