SECURE Act 2.0: Impacts for Employee Benefit Plan Sponsors and Participants
On December 23, 2022, Congress passed the 2023 Consolidated Appropriations Act, which was signed into law by President Biden on...
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Business
04/11/2024
Decoding the Deputized Worker Status and Donor Preferenced Support
Does your organization have staff that raise their own support? Does your organization receive charitable gifts intended for specific staff...
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Non-Profit
04/08/2024
Managing Internal Equity
If you’re a hiring leader, you are keenly aware of how competitive the market has become. Companies hiring for skilled...
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Business
04/05/2024
Banking Strategy and Cash Management Considerations for Nonprofit Organizations
This article is written by guest blog author, Kenzie Powley, Business Solutions Specialist, Bank of Sun Prairie Many of our...
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Non-Profit
04/02/2024
Evaluating Your Tech Stack
With an ever-growing and seemingly infinite list of accounting software solutions, it feels impossible to decipher what technology you need,...
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Business
03/18/2024
Managing Temporarily Restricted Funds
Often non-profit organizations will receive a contribution with an indication from the donor noting those funds are to be used...
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Non-Profit
03/18/2024
IRS Voluntary Disclosure Program for False Employee Retention Credit Claims – Deadline is March 22, 2024
On December 21, 2023, the IRS released a program for companies and employers who received questionable employee retention credits (ERC)...
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Business
03/15/2024
Policies and Procedures: Cash Reserve Policies and Considerations for Cash Management
Nonprofits operate in a complex market full of near-constant challenges and changes. Technology advances, an uncertain economy, changing donor actions,...
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Non-Profit
03/07/2024
990 FAQs and Preparation Checklist
The Form 990 is the face of your organization, and filing it is not just a requirement. It is an...
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Non-Profit
02/22/2024
Be Wary of Donation Scam Targeting Nonprofits
As your trusted advisors, we believe it is our duty to inform you about a concerning trend that has recently...
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Non-Profit
02/22/2024
IRS Form 990 and Financial Statements: Explaining the Discrepancies
Over the years, many clients have come to us with the same question, “Why does our 990 have different information...
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Non-Profit
02/16/2024
AICPA’s New Standard on Auditor’s Risk Assessment: How it may affect your audit
Note: This article is the fourth and last in a series about the AICPA’s new standard on auditor’s risk assessment....
