Choosing between donor-advised funds and private foundations

by Don Breckenridge | Feb 20, 2025

Insights and Resources < Back to Insights and Resources Choosing between donor-advised funds and private foundationsARTICLE | February 20, 2025Charitable giving allows individuals and families to create a lasting impact, aligning wealth with deeply held values....

Revamp Your Financial Strategy with Outsourced Accounting Solutions

by Don Breckenridge | Feb 14, 2025

Insights and Resources < Back to Insights and Resources Revamp Your Financial Strategy with Outsourced Accounting SolutionsARTICLE | February 14, 2025IntroductionFinancial management can make or break the success of any business or nonprofit organization. With...

Mitigating liability as a 401(k) plan sponsor: your role as a fiduciary

by Don Breckenridge | Feb 12, 2025

Insights and Resources < Back to Insights and Resources Mitigating liability as a 401(k) plan sponsor: your role as a fiduciaryARTICLE | February 12, 2025Offering a 401(k) plan to your team is a meaningful way to invest in their future financial security. However,...

Navigating Payroll for Small Businesses: Best Practices and Challenges

by Don Breckenridge | Feb 11, 2025

Insights and Resources < Back to Insights and Resources Navigating Payroll for Small Businesses: Best Practices and ChallengesARTICLE | February 11, 2025For many small business owners, processing payroll can feel like a never-ending puzzle. It demands accuracy,...

What to consider if you’re financing the sale of your business

by Don Breckenridge | Feb 11, 2025

Insights and Resources < Back to Insights and Resources What to consider if you're financing the sale of your businessARTICLE | February 11, 2025Selling your business is one of the most significant financial decisions you’ll make, and how the deal is...