Strategies to optimize your finances

The statement of functional expenses shows how nonprofits allocate costs by function for their financial statements and Form 990.

The public support test decides whether a nonprofit stays a public charity or becomes a private foundation. Here is how it works and how to pass it.

A practical guide to SaaS sales tax: whether SaaS is taxable, how nexus works, which states tax it, and how to collect, remit, and stay compliant.

How a sales tax voluntary disclosure agreement (VDA) lets you come forward voluntarily, limit past tax liabilities, and waive penalties.

How an accountable plan lets you reimburse employees for business expenses tax-free, the IRS rules, and how it beats a non-accountable plan.

A plain-English tax guide to fringe benefits: which employee perks are taxable, how to value and report them on the W-2, and what the IRS excludes.