A lot of nonprofit leaders inherit the finance function midstream. A new executive director walks into a board meeting, opens
You're probably at the point where the company looks more real every month, but the finances still look like a
Beyond the Numbers: A Strategic Diligence Framework You're likely in one of two places right now. You're either evaluating an
A common New York scenario looks like this. A couple in Queens owns several rental properties through LLCs, one spouse
It’s a common question we hear: Is the interest I earn on my savings accounts taxable? The short answer is
You sell a building interest in November, exercise stock options in December, or finally receive the K-1 that was “coming
If you own a Manhattan brownstone, a Brooklyn multifamily, and an interest in a family LLC that holds out-of-state property,
A transaction closes, the wire hits, and everyone moves on to the next priority. Then an accountant asks a question
Most advice on life insurance is too small for the clients who need a serious strategy. It treats coverage as
A family member dies, and a few months later money starts arriving. A final bonus from a Wall Street employer.
