EFPR Advisory

We are excited to welcome Clayton Benz as he joins the in his new role as an Administrative Support Specialist. To learn more about Clayton visit: https://hubs.la/Q04vYVnL0. Welcome Clayton!

: A compelling nonprofit annual report begins long before it’s published. See how to capture the stories and financial insights that matter most. https://hubs.la/Q04tK89s0

: Small accounting inefficiencies can grow into big operational headaches. Discover practical ways nonprofits can work smarter. https://hubs.la/Q04tM9W50

: Your HR team doesn’t have to do it all. Learn which responsibilities nonprofits can often outsource with confidence — and how to choose the right provider. https://hubs.la/Q04tLSTS0

Do you invest in mutual funds? If you hold such funds in a taxable account (in other words, outside of a retirement plan), it’s important to understand the tax consequences of holding and selling them. https://hubs.la/Q04tmpnx0

How closely should your business review employees’ withholding information? Learn when you’re required to step in — and when it’s best left to the employee or the IRS. https://hubs.la/Q04tl3PH0

Sole proprietors: Are you on top of your federal tax obligations? Even if your business is small, tax compliance and planning are a big deal. https://hubs.la/Q04tj7kX0

Sole proprietor? Make sure you’re ready for Schedule C reporting, QBI, self-employment tax, quarterly estimates, and solid deduction documentation (home office, auto, meals/travel). Need help? We’ve got you. https://hubs.la/Q04sTCr00

College-bound this fall? Don’t miss education tax breaks—AOTC/LLC credits, tax-free 529/ESA withdrawals, and key rules around scholarships and tuition payments. We can help you maximize what you qualify for. https://hubs.la/Q04sTkHD0