Top 10 “To-Do’s” for Non-Profits

Top 10 “To-Do’s” for Non-Profits

Sometimes even the most proactive and well managed organizations need to revisit some of their tax, governance and management policies, procedures and protocols, especially if it has been a few years since they were last addressed. Here are some items that might make...
Social Security Planning

Social Security Planning

Finding the right age and correct strategy to claim Social Security retirement benefits can have a substantial impact on a retiree’s financial security. It is essential for CPA personal financial planners to educate clients about the options and run the numbers...