Knowledge and Insights: Newsletters

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…

3 Changes to Unrelated Business Income
While most nonprofits are tax exempt, that doesn’t mean they won’t pay business income tax. When nonprofits generate income from unrelated activities, the activities can be taxed as unrelated business…

A World of Innovation
This article is featured in the Spring 2018 issue of NJ Banker Magazine. Stop and think about this: We keep hearing about innovation in just about every facet of our…

National Financial Literacy Month – Building Your Toolkit!
We know it’s a touchy subject, but let’s talk about money! Want to know your financial literacy score? Take our short, 10-question quiz where you’ll be able to see how…

Thoughts on Cyber Threat and Business Continuity Management
Evolving technology is affecting every organization. We’re able to gather, evaluate and use information at a pace never before seen. The integration of global computer networks has removed past barriers…

The Dollars and Sense of Royalty Audits
Is the recapture of unpaid royalties worth the time, effort and expense that comes with an audit? As revenues are increasingly generated from licensing agreements, licensees continue to incorrectly report…