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First Quarter Industry Newsletters

Quarterly collection of current topics, news alerts and industry updates. Auto Dealerships Newsletter – March 6, 2018 Business Valuation Newsletter…

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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…

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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…

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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…

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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…

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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….

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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…

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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…

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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…

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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…