Posts (83) April 17, 2019 Now or later? When To Report Subsequent Events Beware: Floods, fires, mergers and other major events that happen after the end of the accounting period may have to be reported. Read More April 22, 2019 Nonprofit Board Retreats: The Pause That Refreshes Does your nonprofit’s board need time to brainstorm fundraising ideas or construct a strategic plan? Organize a retreat that’s both relaxing and productive. Read More August 27, 2021 Your Nonprofit May Have An Internal Controls Gap How seriously does your nonprofit take fraud threats? Some organizations do relatively little to protect assets, leaving control gaps that thieves can slip through. We explain why this is a dangerous strategy. Read More August 28, 2021 Financial Reporting Issues to Consider in “Going Private” Transactions Is it time to take your company out of the public eye? Public companies may be considering delisting to lower costs and reduce outside scrutiny. Here are some critical issues to factor into this decision. Read More April 20, 2022 SECURE Act: Congress Eyes Further Retirement Savings Enhancements SECURE Act 2.0 passed the U.S. House with strong bipartisan support. While the Senate is working on its own bill, learn about the provisions of the House’s version. Read More November 3, 2022 Estate Planning Vocab 101: Executor And Trustee Two key estate planning terms you need to know are “executor” and “trustee.” Read More November 3, 2022 Putting Accountability Into Practice Nonprofits that embrace accountability can generally expect improved collaboration and better outcomes. How can your organization put this abstract concept into practice? Read More March 16, 2023 Enacting A Spendthrift Trust Can Be Beneficial To Your Loved Ones Despite its name, the purpose of a spendthrift trust isn’t just to protect profligate heirs from themselves. Read More August 8, 2023 Selecting A Qualified Auditor For Your Employee Benefit Plan Not every CPA is qualified to audit employee benefit plans. Here’s how to pick the right auditor for your plan. Read More September 28, 2023 Trust and Internal Controls Can Coexist in Your Nonprofit Trust tends to be the biggest potential fraud weakness for nonprofits. But by beefing up certain internal controls, you can continue to operate like a happy family and still reduce employee-perpetrated fraud. Read More October 19, 2023 A Secret Trust May Not Achieve What You’d Expect Do you have concerns about how your wealth may affect the behavior of your heirs? A silent trust is an option, but it has drawbacks. An incentive trust may be a better option. Read More Load more Page 7 of 10« First«...56789...»Last »
April 17, 2019 Now or later? When To Report Subsequent Events Beware: Floods, fires, mergers and other major events that happen after the end of the accounting period may have to be reported. Read More
April 22, 2019 Nonprofit Board Retreats: The Pause That Refreshes Does your nonprofit’s board need time to brainstorm fundraising ideas or construct a strategic plan? Organize a retreat that’s both relaxing and productive. Read More
August 27, 2021 Your Nonprofit May Have An Internal Controls Gap How seriously does your nonprofit take fraud threats? Some organizations do relatively little to protect assets, leaving control gaps that thieves can slip through. We explain why this is a dangerous strategy. Read More
August 28, 2021 Financial Reporting Issues to Consider in “Going Private” Transactions Is it time to take your company out of the public eye? Public companies may be considering delisting to lower costs and reduce outside scrutiny. Here are some critical issues to factor into this decision. Read More
April 20, 2022 SECURE Act: Congress Eyes Further Retirement Savings Enhancements SECURE Act 2.0 passed the U.S. House with strong bipartisan support. While the Senate is working on its own bill, learn about the provisions of the House’s version. Read More
November 3, 2022 Estate Planning Vocab 101: Executor And Trustee Two key estate planning terms you need to know are “executor” and “trustee.” Read More
November 3, 2022 Putting Accountability Into Practice Nonprofits that embrace accountability can generally expect improved collaboration and better outcomes. How can your organization put this abstract concept into practice? Read More
March 16, 2023 Enacting A Spendthrift Trust Can Be Beneficial To Your Loved Ones Despite its name, the purpose of a spendthrift trust isn’t just to protect profligate heirs from themselves. Read More
August 8, 2023 Selecting A Qualified Auditor For Your Employee Benefit Plan Not every CPA is qualified to audit employee benefit plans. Here’s how to pick the right auditor for your plan. Read More
September 28, 2023 Trust and Internal Controls Can Coexist in Your Nonprofit Trust tends to be the biggest potential fraud weakness for nonprofits. But by beefing up certain internal controls, you can continue to operate like a happy family and still reduce employee-perpetrated fraud. Read More
October 19, 2023 A Secret Trust May Not Achieve What You’d Expect Do you have concerns about how your wealth may affect the behavior of your heirs? A silent trust is an option, but it has drawbacks. An incentive trust may be a better option. Read More