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Recent News & Blog

  • CLTs: A charitable trust that takes the lead

    Are you inclined to donate assets to a charity for a period of time without ultimately giving up the property? Consider the benefits of a charitable lead trust (CLT). This type of trust is essentially the opposite of the charitable remainder trust (CRT), a better-known alternative.

  • Nonprofits: Tips for getting the grant

    There are thousands of grants and millions of dollars available to nonprofits from the federal government, states, foundations and other sources. Unfortunately, you can’t just ask nicely and expect to receive them.

  • How QuickBooks Online helps you track mileage

    With gas prices so high, you need to track your travel costs as closely as possible. Consider getting a tax deduction for your business mileage.

  • Partners may have to report more income on tax returns than they receive in cash

    Are you a partner in a business? You may have come across a situation that’s puzzling. In a given year, you may be taxed on more partnership income than was distributed to you from the partnership in which you’re a partner.

  • Support your nonprofit’s financial plans with board designations

    The pandemic, ongoing economic insecurity and uncertainty about the future have prompted some not-for-profits to make board designations of unrestricted assets. What are board designations, why are they worth considering and how does the process work?

  • IRA charitable donations: An alternative to taxable required distributions

    Are you a charitably minded individual who is also taking distributions from a traditional IRA? You may want to consider the tax advantages of making a cash donation to an IRS-approved charity out of your IRA.

  • Caring for an elderly relative? You may be eligible for tax breaks

    Taking care of an elderly parent or grandparent may provide more than just personal satisfaction. You could also be eligible for tax breaks. Here’s a rundown of some of them.

  • Matching gifts make donations twice as sweet

    According to nonprofit consultant Double the Donation, almost 65% of U.S. companies offer matching gift programs to help boost their employees’ charitable giving power. Sadly, billions of dollars in corporate matching gift funds go unclaimed every year.

  • Management letters: Follow up on your auditor’s recommendations

    Maintaining the status quo in today’s volatile marketplace can be risky. To succeed, businesses need to “level up” by being proactive and adaptable. But some managers may be unsure where to start or they’re simply out of new ideas.

  • CFO, yes or no? Here’s how to decide

    Whether your not-for-profit organization needs a chief financial officer (CFO) depends on many factors, such as the size of your organization, the complexity and types of revenue sources, and the number of programs you have.

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