Blog

Tuesday, April 25, 2023

A charity generated solicitation letters from a computerized database. One letter addressed to a state Humane Society stated: “Dear Miss Society.” Whoops!On the surface, donor database management may seem like a trivial...

Thursday, April 13, 2023

Documentation and accountability are always important in business, but possibly even more so for nonprofits. The sheer number of duties can be daunting. That’s why it’s critical to have tools that allow you to stay on top...

Monday, April 10, 2023

In this installment of the “What To Know” series, we’ll discuss some critical items to consider when evaluating and considering rollover equity, if any. Understanding the purpose of rollover equity helps sellers...

Tuesday, April 4, 2023

What should you do if your nonprofit organization is short on employees and you either don’t have the funds or you are lacking the confidence in long-term future cash flow to return to full staffing? What if you have specific...

Thursday, March 30, 2023

As part of the TCJA, the IRS imposed a State and Local Tax Deduction cap of $10,000. In total, more than 30 US states have responded to the limited deduction by enacting a pass-through entity (partnerships and S corporations) tax...