• Menu
  • Skip to right header navigation
  • Skip to main content

logo

  • Legal Matters
  • Financial 101
    • Accounting & Tax Services
    • Nonprofit Audits
    • 401k Audit
    • Small Business
  • Coaching for Pastors
  • Legal Matters
  • Financial 101
    • Accounting & Tax Services
    • Nonprofit Audits
    • 401k Audit
    • Small Business
  • Coaching for Pastors

accounting experts

How your nonprofit can break bad budget habits

Crisp, cool air and the smell of apple cider must mean one thing: Autumn has arrived and the time has come for nonprofits to start planning for their …

How your nonprofit can break bad budget habitsRead More

Category: Nonprofit AuditsTag: accounting experts, Ernst Wintter, nonprofit audits, nonprofits

When to Consider a 1031 Exchange

Are you interested in selling a piece of real estate, but you are worried about having to pay a substantial capital gains tax? After meeting with one …

When to Consider a 1031 ExchangeRead More

Category: Legal MattersTag: accounting experts, financial advisor, financial assets, taxes

Manage Your Gifts in a Taxwise Manner

A financial advisor offers many different types of services to help clients manage their money. For example, a financial advisor can help you create a …

<strong>Manage Your Gifts in a Taxwise Manner</strong>Read More

Category: Financial advisorTag: accounting experts, financial advisor, nonprofit audits, nonprofits

Take Advantage of Lower Capital Gains Tax Rates

We get taxed in several different ways, most of which are straightforward types of taxes. Think sales and income taxes. However, one form of taxation …

Take Advantage of Lower Capital Gains Tax RatesRead More

Category: broker dealer audits, BusinessTag: 401k audit, accounting experts, accounting records, walnut creek cpa

The Basics on Donor Advised Funds

One of the topics I talk about often flies under the radar for other financial advisors As a financial advisor, my job covers many topics that …

The Basics on Donor Advised FundsRead More

Category: Accounting & Tax Services, Business, Financial advisor, Small BusinessTag: accounting experts, accounting records, donor advised fund, financial advisor, financial advisors, financial assets, recordkeeping

Tax Tips for Private Foundations

Tax planning is different for private foundations than other charitable organizations. Private foundations pay an excise tax. Generally started by a …

Tax Tips for Private FoundationsRead More

Category: Nonprofit AuditsTag: accounting experts, cpas in walnut creek, Ernst Wintter, nonprofits, recordkeeping

Nonprofit Finance Reporting: Upcoming Changes to be Aware Of

Owning and operating a nonprofit organization can be a rewarding experience. Keeping accurate business records is critical. The daily operations of …

Nonprofit Finance Reporting: Upcoming Changes to be Aware OfRead More

Category: Nonprofit AuditsTag: accounting experts, cpas in walnut creek, Ernst Wintter, nonprofit audit, nonprofits, preparing for a nonprofit audit

Why Does My Small Business Need to Keep All These Accounting Records?

Running a small business is a big task.  Between the everyday tasks at the core of your company and keeping your staff and customers happy, you may be …

Why Does My Small Business Need to Keep All These Accounting Records?Read More

Category: Accounting & Tax ServicesTag: accounting experts, accounting records, business accounting records, small business accounting records, small business records, Walnut Creek accounting firm

Tax Implications of Selling Your Home

The process of buying or selling a home is often mind-boggling. Misinformation about the tax implications of real estate sales abound and it is easy …

Tax Implications of Selling Your HomeRead More

Category: Accounting & Tax ServicesTag: accounting experts, how a home sale affects your tax return, tax implications of real estate sales, tax questions when selling a home

Copyright © 2025 · Business Advice Now