Non-Profits Insights

Accounting & Assurance

Nonprofit board retreats: The pause that refreshes

If your not-for-profit’s board is like most, its members lead busy lives. They may not get to every board meeting or perhaps they’re able…

Tax Prep, Planning & Strategy

Charitable lead trusts offer philanthropic and family benefits

Affluent families who wish to give to charity while minimizing gift and estate taxes should consider a charitable lead trust (CLT). These trusts…

Tax Prep, Planning & Strategy

M&A transactions: Avoid surprises from the IRS

If you’re considering buying or selling a business — or you’re in the process of a merger or acquisition — it’s important that both…

Accounting & Assurance

Protect your nonprofit from occupational fraud threats

Not-for-profit organizations don’t lose as much to occupational fraud as for-profit businesses do. According to the Association of Certified…

Accounting & Assurance

What to do if your nonprofit receives an IRS audit letter

The IRS’s staffing shortages have been well publicized and audits of individuals have decreased in the past several years. But it’s a mistake…

Tax Prep, Planning & Strategy

Run your strategic-planning meetings like they really matter

Many businesses struggle to turn abstract strategic-planning ideas into concrete, actionable plans. One reason why is simple: ineffective meetings.…

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