June 2, 2020 When Nonprofit Contributions Are Quid Pro Quo Charitable contributions aren’t always eligible for tax deductions — even when the not-for-profit recipient is tax exempt and the donor … Read More
May 14, 2020 Is Your Nonprofit’s Tap Running Dry? Due to the COVID-19 crisis, is your nonprofit’s long-term viability in question? The goal is to cut costs and increase … Read More
May 8, 2020 Time To Team Up: Nonprofit Partnerships If your nonprofit has shied away from alliances because you safeguard your autonomy, today’s challenging conditions may provide a new … Read More
May 6, 2020 Four Basic Steps For a Successful Retirement We know that most plan participants are not financial experts, and that can make planning for retirement difficult. Click the … Read More
May 5, 2020 Benchmarking: Why Normalizing Adjustments Are Essential Stop comparing apples to oranges! Here’s how to ensure more meaningful comparisons of financial performance. To know more click the … Read More
May 1, 2020 IRA Account Value Down? It Might Be A Good Time For A Roth Conversion The coronavirus (COVID-19) pandemic has caused the value of some retirement accounts to decrease because of the stock market downturn. … Read More
April 28, 2020 Are You Ready for an Audit? Several events can trigger a DOL or IRS audit, such as employee complaints or self-reporting under the annual submission of … Read More
April 28, 2020 Complying With ERISA 404(c) According to ERISA, plans intending to comply with 404(c) must ensurethat participants: Have the opportunity to choose from a broad … Read More
April 28, 2020 Should your Company Implement a Student Loan Assistance Program? The simple answer is yes! By doing so, you’ll attract, retain and engage top college-educated talent at your company. Twenty-six … Read More
April 24, 2020 Here’s How to Handle Gifts in Kind and Donated Services As unemployment and financial insecurity become widespread during the novel coronavirus (COVID-19) crisis, many not-for-profit donors find themselves unable … Read More
April 23, 2020 Everything You Need to Know About Investing in Your 60s You’ve lived a lot of life and aren’t slowing down yet. Investing in your 60s has some special considerations--here’s what … Read More
April 22, 2020 Adjusting Your Financial Statements For COVID-19 Tax Relief Measures The Coronavirus Aid, Relief, and Economic Security (CARES) Act, signed into law on March 27, 2020, contains several tax-related provisions for … Read More
