Financial Terminology 101: Ten Terms Every Investor Should Know (Plus One Bonus Term)

There is an abundance of financial terms that get thrown around in news, market reports, and even conversations with advisors. This article sums up 10 common investment and financial terms that every investor should know.

2022-08-18T07:49:45-04:00August 3, 2022|Categories: Wealth Management|Tags: , |

Virginia School Tax Credit Program Offers 65 Percent Tax Credit to Individual and Business Donors

Virginia’s tax credit education scholarship program saw its funding fully restored in the new state budget. The EISTC program allows eligible donors to claim a 65% tax credit against five state taxes.

2022-12-21T08:40:28-05:00July 25, 2022|Categories: Not-for-Profit, Tax: Business, Tax: Individual|Tags: |

What’s Going on at the IRS? Problems and Steps to Improve Service

2021 was described as the worst year ever for the IRS. Several compounding problems, exacerbated by COVID-19, led to a historic backlog. Now, the agency is taking steps to improve service.

2022-07-19T08:34:19-04:00July 19, 2022|Categories: Employee Benefit Plans, Not-for-Profit, Tax: Business, Tax: Exempt Organizations|Tags: |

HITRUST Certification Just Became More Affordable

HITRUST was once considered by many small and medium-sized businesses to be out of reach due to an exorbitant price tag. But there are new cost-effective options companies can leverage to increase their transparency, integrity, and reliability.

2024-01-25T09:48:33-05:00July 7, 2022|Categories: Cybersecurity, Healthcare, Risk Advisory|Tags: , , |

Webinar Recording | Charitable Planning and Tax Strategies for 2022

Our Charitable Planning and Tax Strategies webinar shows insights on how smart donors can maximize their impact while minimizing their tax burden.

2025-07-15T15:20:25-04:00June 22, 2022|Categories: Past Events, Tax: Individual, Wealth Management|Tags: , , |

Service Centers – A Multi-Purpose Management and Allocation Tool

Learn about service centers and cost allocation methods, specifically direct allocation and step allocation, that can help you understand the "true" cost of your products and services so you can price them for a profitable return.

2022-06-23T14:31:15-04:00June 21, 2022|Categories: Accounting, Government Contracting|Tags: , |

Neighborhood Assistance Program FAQs

Individuals, businesses, and other entities can claim valuable tax credits through Virginia’s Neighborhood Assistance Program (NAP) to lower their state tax liability and make an impact on their local community. For organizations, the application window closes on July 1.

2022-08-04T13:23:07-04:00June 1, 2022|Categories: Not-for-Profit, Tax: Business, Tax: Credits & Incentives, Tax: Individual|Tags: |

Shields Up: 3 Proactive Steps to Take Right Now

In a call to action that’s being called “Shields Up,” the U.S. Cybersecurity and Infrastructure Security Agency continues to warn Russia could escalate destabilizing activities that may impact countries well beyond Ukraine. In light of these threats, U.S. businesses of all sizes should take steps immediately to shore up cyber defense.

2024-01-25T09:49:38-05:00May 19, 2022|Categories: Cybersecurity, Risk Advisory|Tags: , |
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