Your creative agency likely relies on multiple platforms to manage accounting, payroll, time tracking, and billing. Each tool serves an important purpose, but when they don’t work together, disconnected data…

The Next Chapter in Tax Policy: Unpacking the House Tax Proposal
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Sponsorship vs. Advertising Income: When Is It UBIT?
In the second article in our 990-T blog series, our expert advisors discuss the important distinction between qualified sponsorship payments and advertising income. Learn how the benefits provided to a…
Market Reflections: Cooling Inflation and a Resilient Market Outlook
Brandon Adams is back this month with a market update highlighting signs that inflation is cooling, based on recent CPI and PPI data. This has reduced expectations for additional Federal…
Unrelated Business Income: A Quick Guide for Tax-Exempt Organizations
For many tax-exempt organizations, earning revenue outside of donations, grants, and program service income is a normal part of operations. But not all revenue is treated the same for tax…
How to Evaluate a Vendor’s SOC 2 Report When Quality Is in Question
For many organizations, a vendor’s System and Organization Controls (SOC) 2 report is an important trust signal. It often plays a meaningful role in procurement, information security review, third-party risk…



