Knowledge and Insights: Newsletters

Assessing Your Cyber Security Risks and Preparedness

Technological security is not only increasingly important today, but also undergoing a directional shift due to the prevalence and ingenuity of cyber-hackings. The true statistics about these are more alarming…

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Empty Nest? It’s Time for a Financial Update!

It is inevitable that your kids will grow up and someday move out of your house.  Life will no longer revolve around their schedules.  This can be a difficult emotional…

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Develop A Strong Business Succession Plan

Most business owners want to see their business continue to prosper, even after they have passed the mantle of leadership on to their successors. Unfortunately, many owners do not realize…

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Focus On Costs Of Identity Theft-Related Tax Refund Fraud

National Taxpayer Advocate Nina E. Olson recently released her statutorily mandated mid-year report to Congress that identifies the priority issues the Taxpayer Advocate Service (TAS) will address during the upcoming…

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Dealing With Employee Dishonesty Allegations

In years past, employee dishonesty was recognized in straightforward terms, mainly involving the intentional misappropriation of cash or merchandise from a company by an employee. However, trends today demonstrate a…

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Bitcoin in Brief: The Mystery Unraveled

Many of us have overheard or joined discussions with friends and colleagues regarding bitcoin.  Perhaps you have skimmed articles discussing its potential as a commodity or its future demise as…

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Trending Now in the Nonprofit Sector

It’s difficult to recall another time period in recent history when nonprofit organizations faced such a preponderance of financial and operational challenges and new developments.  Every time you turn around,…

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Are You Ready for TRID?

Effective October 3rd, 2015, creditors will be required to comply with the Consumer Financial Protection Bureau’s (CFPB) TILA-RESPA Integrated Disclosures Rule, also known as the TRID Rule. As with any…

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Steep Penalties for Excess Benefit Transactions

In recent years, the IRS has increased its audits of not-for-profit organizations. One of the hot-button topics is asset protection, which includes monitoring private inurement and private benefit transactions by…

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Understanding the Importance of Directors and Officers Insurance

Many individuals volunteer to serve on the boards of directors or trustees of nonprofit organizations they believe serve an important role in the community.  The reasons individuals decide to lend…

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