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Recent News

How Lean Could Be Key to Furthering Your Nonprofit’s Mission

Have you ever felt like your organization was stuck in the mud? This can happen when a funding source dries up, a transition looms, or to-do lists multiply. You know something needs to change in response, but you can’t quite put your finger on it, or figure out how to make it happen. It can be frustrating, to say the least. But here’s the good news: Lean can help.  

4 Ways to Prevent Fraud in a Trusting Workplace Environment

Over the years, I've heard countless stories about organizations being devastated because of an employee's fraudulent actions—e.g., embezzlement, misappropriation of assets, and plain-old stealing, to name a few. The common thread between many of these tales is the pure shock expressed by the organization's leaders in the aftermath. In nearly every case, the person who committed the fraud had held a position of trust.

5 Key Trends That Will Impact Nonprofits in 2019

Our commitment to serving nonprofit organizations includes staying informed about developments that could impact the industry. This is why our CPAs and consultants serve as board members of local and national nonprofits, participate in professional industry associations, and engage with nonprofit leaders across the country.

Does Your Organization Issue Tax-Exempt Bonds? How to Manage Your Arbitrage Compliance Responsibilities

If your organization issues tax-exempt municipal bonds, you’re probably familiar with the term “arbitrage” — the earnings that result from investing tax-exempt proceeds in higher yielding taxable securities. These earnings are by no means a free-for-all; the arbitrage provisions of the Internal Revenue Code limit an issuers’ ability to earn and keep arbitrage profits. 

How ‘Employee-Only’ Parking Spots Could Impact Your Nonprofit’s 2018 Taxes

One of the changes ushered in by the Tax Cuts and Jobs Act (TCJA) was a provision that required exempt organizations to pay unrelated business income tax (UBIT) on the value of qualified transportation fringe benefits.