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Five Steps to Create a Successful Nonprofit Operating Reserves Policy


While every organization must arrive at its own definition of financial stability, prioritizing the management of financial assets can allow organizations the freedom to provide their vital programming and eventually achieve sustainability. Read More

Are You Affected by New “GILTI” International Tax Requirements?


Do you need an international tax consultant? If you’re a multinational company with foreign earnings, you just may. The Tax Cuts and Jobs Act of 2017 (TCJA) included several international tax provisions, including a tax on a new category of global intangible low-taxed income, also known as GILTI. Read More

Should You Create a Family Office? Advantages and Considerations


While some high-net-worth individuals have a personal assistant or a single-family office, this article focuses on the multifamily office, including who can benefit and the advantages they provide. Read More

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