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Posts (814) March 16, 2021 Nonprofits: Hit Your Targets with Benchmarking Benchmarking provides critical information for executing strategic plans. Here’s how to get started with benchmarks. Read More March 16, 2021 Making Sense of Your Statement of Cash Flows Operating, investing or financing activity? It’s not always clear where transactions belong on your company’s statement of cash flows. Read More November 23, 2022 Nonprofit Accounting Processes Are Essential Not-for-profit entities may not focus on earnings per share, but that doesn’t mean they can afford to neglect their accounting processes. Read More March 9, 2023 Data Analytics Is More Accessible Than You Think These days, data analytics is essential to for-profit business decision-making. What about nonprofits? Learn how these tools can help your organization reach goals more efficiently. Read More July 31, 2023 Nonprofits: Special Events Call For Tax Planning Nonprofits need to incorporate tax planning into their special event preparations. For any event, tracking revenue and expenses is critical. Read More October 2, 2023 Reasons Why Naming A Family Member Your Executor Might Not Be A Good Idea Your choice of a family member to be your estate’s executor may not be the best option. Read More February 24, 2020 Tips for Preventing Uncashed Retirement Checks Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has fiduciary responsibility when a former employee fails to cash their distribution. Search efforts to locate a missing plan participant consume time and money and may fail to locate the participant. Likewise, going through the process of turning over… Read More February 24, 2020 Simple Secrets for Retirement Success Retirement planning can often seem complicated and daunting. Really, though, most of the actions you need to take to work toward a confident retirement are very simple. Follow a Plan Successful investors have a plan and they stick to it. You have access to a qualified plan like a 401(k). With that comes access to… Read More March 6, 2020 The IRS Provides Guidance On Meal and Entertainment Deductions The IRS has released proposed regulations addressing the deductibility of meal and entertainment expenses in tax years beginning after December 31, 2017. Among other things, the proposed regs clear up lingering confusion regarding whether meals are considered entertainment and, therefore, generally nondeductible. TCJA rule changes Prior to the Tax Cuts and Jobs Act (TCJA), Section… Read More March 31, 2020 Addressing Employee Education Strategically An educated employee is an empowered employee, especially when it comes to retirement savings and financial wellness. To help employees better understand their fiduciary process, the key features of your company’s retirement plan, and the importance of setting aside money for their future, it’s crucial to offer financial education. Financial education can come in many… Read More August 13, 2020 Retirement Plan Check-Up It is important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your retirement goals. Below are a few questions to ask yourself, at least annually, to see if (and how) they affect your retirement planning. Review the Past Year:Did you receive a raise or inheritance?If yes,… Read More August 14, 2020 Should Your Nonprofit Accept That New Grant? Current financial pressures mean that your not-for-profit probably can’t afford to pass up offers of support. Yet you need to be careful about blindly accepting grants. Smaller nonprofits that don’t have formal grant evaluation processes are at risk of accepting grants with unmanageable burdens and costs. But large organizations also need to be careful because… Read More Load more Page 27 of 85« First«...1020...2526272829...405060...»Last »
March 16, 2021 Nonprofits: Hit Your Targets with Benchmarking Benchmarking provides critical information for executing strategic plans. Here’s how to get started with benchmarks. Read More
March 16, 2021 Making Sense of Your Statement of Cash Flows Operating, investing or financing activity? It’s not always clear where transactions belong on your company’s statement of cash flows. Read More
November 23, 2022 Nonprofit Accounting Processes Are Essential Not-for-profit entities may not focus on earnings per share, but that doesn’t mean they can afford to neglect their accounting processes. Read More
March 9, 2023 Data Analytics Is More Accessible Than You Think These days, data analytics is essential to for-profit business decision-making. What about nonprofits? Learn how these tools can help your organization reach goals more efficiently. Read More
July 31, 2023 Nonprofits: Special Events Call For Tax Planning Nonprofits need to incorporate tax planning into their special event preparations. For any event, tracking revenue and expenses is critical. Read More
October 2, 2023 Reasons Why Naming A Family Member Your Executor Might Not Be A Good Idea Your choice of a family member to be your estate’s executor may not be the best option. Read More
February 24, 2020 Tips for Preventing Uncashed Retirement Checks Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has fiduciary responsibility when a former employee fails to cash their distribution. Search efforts to locate a missing plan participant consume time and money and may fail to locate the participant. Likewise, going through the process of turning over… Read More
February 24, 2020 Simple Secrets for Retirement Success Retirement planning can often seem complicated and daunting. Really, though, most of the actions you need to take to work toward a confident retirement are very simple. Follow a Plan Successful investors have a plan and they stick to it. You have access to a qualified plan like a 401(k). With that comes access to… Read More
March 6, 2020 The IRS Provides Guidance On Meal and Entertainment Deductions The IRS has released proposed regulations addressing the deductibility of meal and entertainment expenses in tax years beginning after December 31, 2017. Among other things, the proposed regs clear up lingering confusion regarding whether meals are considered entertainment and, therefore, generally nondeductible. TCJA rule changes Prior to the Tax Cuts and Jobs Act (TCJA), Section… Read More
March 31, 2020 Addressing Employee Education Strategically An educated employee is an empowered employee, especially when it comes to retirement savings and financial wellness. To help employees better understand their fiduciary process, the key features of your company’s retirement plan, and the importance of setting aside money for their future, it’s crucial to offer financial education. Financial education can come in many… Read More
August 13, 2020 Retirement Plan Check-Up It is important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your retirement goals. Below are a few questions to ask yourself, at least annually, to see if (and how) they affect your retirement planning. Review the Past Year:Did you receive a raise or inheritance?If yes,… Read More
August 14, 2020 Should Your Nonprofit Accept That New Grant? Current financial pressures mean that your not-for-profit probably can’t afford to pass up offers of support. Yet you need to be careful about blindly accepting grants. Smaller nonprofits that don’t have formal grant evaluation processes are at risk of accepting grants with unmanageable burdens and costs. But large organizations also need to be careful because… Read More