Knowledge and Insights: Newsletters
AICPA Asks the IRS to Change Form 990
Most not-for-profit organizations are required to file Form 990, Return of Organization Exempt from Income Tax. Form 990 is the IRS’ primary tool for gathering information about tax exempt organizations,…
Succession Planning: 3 Emotional and Logical Roadblocks to Overcome
Succession planning is a process that every business owner thinks about, however, identifying and developing new leaders is easier said than done. According to Business Enterprise Institute’s 2016 Business Owner…
Unintended Consequences of Changes to Withholding Rates Under New Tax Law
With the passage of the new tax law on December 22, 2017, there may be some unintended consequences of which everyone should be aware. One change directly affected the federal…
Barely Average Financial Education in the U.S.
It might not be surprising, but the United States isn’t close to the top when it comes to basic financial literacy skills among teenage students. Which country is? China. The…
Using Social Media as an Investigative Tool
Traditionally, social media was known as a web-based platform that allowed users to create, share or exchange information through virtual communities and networks. Today, the number and types of social…
Are You in Control of Your Company? Look Internally.
Overview of Internal Controls and Their Importance We live in a fast-paced and rapidly-changing business environment focused on innovation and efficiency. With new systems, means of access, and growth, it…
Ready, Set, Compliance!
Is your organization required to comply with certain state, federal or industry regulatory guidelines? Are you ready for your next compliance audit? Navigating the sea of regulations that exist today…
How Donor Advised Funds Can Maximize Tax Savings on Your Charitable Deduction Under the Tax Cuts & Jobs Act of 2017
The Tax Cuts and Jobs Act of 2017 made significant changes to itemized deductions for individuals starting in 2018. While many are focused on the limitation of $10,000 of state…
Reasons To Consider Working With An Aging Care Management Consultant
It is estimated that in the U.S. nearly 10,000 people a day are turning age 65, and this will continue for the next 17 years. The reason… the baby boomers…
Streamlining Fundraising Licensure Through a Single Portal Initiative
Nonprofit finance professionals often identify compliance as a significant burden that has become costlier over time, especially within the past two to three years. Ensuring compliance with the various finance-related…