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Knowledge and Insights: Newsletters

Hunt or Be Hunted

New and emerging cyber security laws are affecting all types of organizations. Regardless of your vertical space or market, you likely have Personal Identifiable Information (PII) related to your customers and constituents. The laws being passed are the result of countless, successful attacks, executed by organized criminal syndicates throughout recent years. It’s now REQUIRED for organizations to protect…

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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 and local taxes as a deduction, the tax benefit of your charitable contributions is also impacted.  With the loss of most itemized deductions other than…

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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 have aged.   The result… the number of older aging adults will reach unprecedented heights in the next 10-20 years.  The impact… there is a significant…

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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 rules and regulations that govern the sector continuously proves to be a challenge for nonprofits. It can be especially difficult for smaller organizations that depend…

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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 income (UBI) by the IRS. To be taxed under UBI, an activity must generally meet 3 rules: It must be a trade or business, which…

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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 life. Everywhere you look or turn, the word innovation seems to be there. It’s an agenda topic in most board rooms and is causing some level…

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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 financially literate you are. Do you have what it takes to get a perfect score? Click the image below to take the quiz and feel…

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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 to sharing information. “The cyber ecosystem (like natural ecosystems), comprises a variety of diverse participants – private firms, nonprofit organizations, government entities, individuals, processes, and…

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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 royalties and underpay royalty payments owed. Incorporating license management, specifically, royalty audits, into your compliance program can result in increased profits, risk mitigation and stronger…

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Taxpayer Guide to Identity Theft

We know identity theft is a frustrating process for victims. The IRS is taking this issue very seriously and continues to expand on their robust screening process to stop fraudulent returns. What is identity theft? Identity theft occurs when someone uses personal information such as your name, Social Security number (SSN) or other identifying information…

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