Gifting Appreciated Securities - Nonprofit CPA Firm

Giving the Gift of Appreciated Securities

The holidays are a great time for thinking outside of the box to find that perfect present for someone special. Many nonprofit organizations would like their donors to think outside of the box when making their end of year donations, specifically contributing appreciated securities […]

ERISA Audit Requirements - Nonprofit CPA Firm

A Nonprofit’s Guide to Navigating the ERISA Audit Requirements

You are a nonprofit and your organization has a Code section 403(b) retirement plan But is an independent qualified plan audit required to be attached to the 5500 filing? Let’s look further into the requirements of a retirement plan to attach an independent qualified plan audit to the 5500 filing.

IRS Determination - Nonprofit CPA Firm

IRS Determination – Why the wait?

My son recently tried out for a traveling baseball team and after a week and a half of grueling tryouts he had to wait for their decision. With only a limited number of spots open for the upcoming season, […]

Nonprofit CPA Firm

The Benefits of Giving Back

I recently read an article published by the National Federation of Independent Business entitled 6 Ways Small Businesses Can Give Back to Their Community.

It’s O.K. to be Heard

On a daily basis nonprofit organizations, along with those they serve, face critical issues, financially and nonfinancially; however, due to common misconceptions about lobbying and 501(c)(3) organizations, many organizations fail to voice their concerns to their local legislators.