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Insights from Councilor, Prepared for You

From tactical tips to the latest legislature, the Councilor blog is a collection of insights that helps you keep your finances ahead of the curve.

Featured Content

Accounting

Is Your Charitable Giving Strategy Still the Most Tax-Efficient Approach?

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July 30, 2026

Latest Insights

Timely perspectives, practical guidance, and updates on the issues shaping your financial future.

Accounting

Court Ruling Sets Back Overtime Rule Changes, Leaving Businesses in Legal Limbo

Businesses face ongoing uncertainty as overtime rule changes are blocked and payroll compliance decisions remain in flux.
November 26, 2024

Accounting

Strategic Tax Tips for Your Private Foundation

Private foundations can reduce tax impact by planning capital gains, expenses, and investment income carefully.
October 25, 2024

Accounting

The Nonpartisan 501(c)(3)

501(c)(3) organizations must remain nonpartisan to protect tax-exempt status and avoid campaign activity risks.
October 23, 2024

Accounting

Ease the Financial Pain of Natural Disasters with Tax Relief

Tax relief may help families and businesses recover financially after natural disasters and casualty losses.
October 16, 2024

Accounting

The Impact of Significant Life Transitions on Tax Planning (Part II)  

Life transitions like selling a home, starting a business, or retiring can reshape tax planning opportunities.
September 23, 2024

Accounting

The Importance of Estate Planning Valuations

Estate planning valuations help ensure fair asset distribution, tax clarity, and fewer disputes among heirs.
September 5, 2024

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