If you’re like most not-for-profit leaders, you want to dedicate your time to mission-critical work. But if you run a relatively new not-for-profit with a bare-bones staff, you probably need…
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Suppose your adult child or friend needs to borrow money. Maybe it’s to buy a first home or address a cash flow problem. You may want to help by making…
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Financial statements tell a powerful story about your business. However, they can seem like an overwhelming collection of figures without proper analysis. Financial benchmarking studies can help you identify historical…
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Strategic partnership and affiliated referral program expand access to wealth management services for YHB clients across the country Winchester, VA – [March 25, 2025] – Choreo, LLC and YHB |…
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Large, long-established not-for-profits generally know where the duties of their staffers end and those of their board members begin. But smaller or newer organizations don’t always understand the limits of…
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The twisty journey of the Corporate Transparency Act’s (CTA’s) beneficial ownership information (BOI) reporting requirements has taken yet another turn. Following a February 18, 2025, ruling by a federal district court…
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