February 5, 2020 Conflict-Of-Interest Policies Are Too Important For Nonprofits To Neglect Does your not-for-profit organization have a conflict-of-interest policy in place? Do your board members, trustees and key employees understand how … Read More
February 4, 2020 How to Pick the Best San Francisco Wealth Management Firm Many options are available when it comes to wealth management firms in San Francisco. There are hundreds of them in … Read More
February 4, 2020 Benchmarking Financial Performance You already may have reviewed a preliminary draft of your company’s year-end financial statements. But without a frame of reference, … Read More
February 3, 2020 Stephen D. Mayer Honored with Riordan High School’s Chaminade Award SAN FRANCISCO, Calif. (February 3, 2020) — Stephen D. Mayer, founder and managing partner of SD Mayer & Associates, was … Read More
January 30, 2020 Executing Your Nonprofit’s Capital Campaign Nonprofit capital campaigns aim to raise a specific — usually, a significant — amount of money over a limited time … Read More
January 30, 2020 Can Financial Planning and Investment Apps Be Trusted? Wealth management and investment apps are changing the definition of what it means to be a purposeful investor. It’s easy … Read More
January 28, 2020 Wealth Management Trends That Investors Should Be Aware Of With so much focus these days on the health of our economy, international trade negotiations, and federal interest rates, it’s … Read More
January 28, 2020 Employee Benefit Plans: Do You Need A Form 5500 Audit? Some benefit plans are required to include an opinion from an independent qualified public accountant (IQPA) when filing Form 5500 each … Read More
January 27, 2020 Congress Rolls Back Burdensome UBIT On Transportation Benefits A much-hated tax on not-for-profit organizations is on the way out. At the end of 2019, Congress repealed a provision … Read More
January 27, 2020 Your Home Office Expenses May Be Tax Deductible Technology has made it easier to work from home so lots of people now commute each morning to an office … Read More
January 24, 2020 Yes, SEO Is Also Important For Nonprofits If you think search engine optimization (SEO) is something only for-profit businesses need to worry about, think again. The Google … Read More
January 23, 2020 How Much Does a Financial Advisor Cost? Is It Worth It? Choosing a financial advisor is no small decision, and choosing the right financial advisor can be a life-changing step, and … Read More
