Increasing Value Through the Use of AI
Artificial Intelligence (AI) is transforming organizations by allowing them to streamline operations and enhance decision making. Read more about how to incorporate AI into your organization.
Tips for Preparing Business Personal Property Tax Listings
Any individual or business owning or possessing personal property used or connected with a business (or other income generating purpose) must file a business personal property tax listing annually. Learn more.
SafeSend Organizers
With the new year comes the start of a new tax season. As you begin to gather your 2024 personal income tax documents, we want to remind you about our SafeSend Organizer. Click above to learn more.
2024 Year-End Year-Round Tax Planning Guide
Are you confident you are doing everything you can to minimize your income taxes? If not, it may be time for a fresh look. Click above to access the 2024 Year-End/Year-Round Tax Planning Guide.
IRS Implements Additional Reporting Requirements for R&E Credit
Internal Revenue Code §41 provides for the credit for increasing research activities. For taxpayers claiming the credit, more comprehensive reporting requirements will take effect for the 2024 tax year. Learn more.
Reminders – What Items to Review Each Year
Nonprofit organizations have several moving pieces that could change from year to year. There are details which should be revisited on an annual basis to ensure accuracy and completeness. Learn more about items to assess each year to help your nonprofit organization run smoothly.
990 Overview – Different Parts of a 990
A question we often hear from our clients is “Why are you asking me so many questions?” The short answer is that the Form 990 is a complex tax return. In fact, the 990 requires more information than many for-profit tax returns. Learn more.
Guide to Preparing for an Audit
There are several things organizations can do to ensure their non-profit is audit ready. Organizations should have tight internal controls, organized financial processes, and timely month-end closing and review of financial statements. Read the full article to learn more.
Internal Controls: Protecting Financial Assets in Small Nonprofit Organizations
Nonprofit organizations must emphasize financial transparency and responsibility to maintain trust among stakeholders, donors, and the general public, thereby advancing their mission to positively influence the community. Learn more by reading the full article.
Volunteer Training
Volunteers are an integral part of many nonprofit organizations. Each task given to a volunteer should be met with some form of training. Training will enable the volunteers to better understand and work more efficiently for the organization. Read the full article to learn more.