First Quarter Industry Newsletters
Quarterly collection of current topics, news alerts and industry updates. Auto Dealerships Newsletter - March 6, 2018 Business Valuation Newsletter…
Urgent: Congress Agrees to New Tax Reform Bill
In light of recent legislation passed by the House and Senate, we are providing an update on the new tax…
IRS Ground Rules for Charity Gaming
Games of chance like bingo and raffles are often synonymous with tax-exempt organizations. However, the income from such “gaming” activities operated…
Impress Your ‘Suitors’ With Financial Information
Attracting funding organizations and large individual contributors to donate money to your not-for-profit organization is a little like finding a spouse…
Prevent Fraud by Envisioning How it Could Occur at Your Organization
Every year, millions of dollars are donated to not-for-profit organizations. In these cases, the money that’s supposed to go to an…
Seminar: Keys to Development Team Retention “15 Years to Life”
Lunch and Learn Seminar Series Featuring Bobby Thalhimer & Lisa Pratt O’Mara Tuesday, November 28, 2017 11:30 A.M. – 1:00 P.M….
Recent Incidents Fuel Concerns over Breach Response
Could your data be hacked? Unfortunately, every organization — including for-profit businesses, not-for-profits and government agencies — is vulnerable to cyberattacks…
A Checklist of Duties with Tax and Governance Implications
Documentation and accountability are always important in business, but even more so for a not-for-profit agency. The sheer number of duties…
Yes, You Do Need Investment Policies
So you think investment policies are only for not-for-profits with millions to invest? Not true. If your organization holds funds in…
Consider a 403(b) Retirement Option for Your Staff
Employer-sponsored plans play an increasingly significant role in retirement planning as individuals worry about the future of Social Security and their…