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Recent Posts

  • Proposed Uniform Guidance Changes: What Nonprofits and Governments Should Know  SEPTEMBER 14th, 2026
  • Maner Costerisan Named One of the Best Firms to Work For for 11th Consecutive Year SEPTEMBER 11th, 2026
  • The Role of Stewardship in Local Governments and Why It’s the Main Point SEPTEMBER 10th, 2026
  • Is Your Nonprofit Ready For a Capital Campaign?SEPTEMBER 9th, 2026
  • Give Executive Fraud Risk Your Full AttentionSEPTEMBER 8th, 2026
  • Which Fringe Benefits are Tax-Free to Employees?SEPTEMBER 4th, 2026
  • Debits and Credits: A Practical Guide for Business OwnersSEPTEMBER 2nd, 2026
  • Sometimes How Much is in Tax-Deferred Retirement Accounts May Be Too MuchSEPTEMBER 1st, 2026
  • Beyond the Numbers: How to Get Your Nonprofit Leadership Team Engaged with Financial Data

    Beyond the Numbers: How to Get Your Nonprofit Leadership Team Engaged with Financial Data

    September 25th, 2025 | BY Sarah Jennings | Consulting | Technology | Nonprofit
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    Every nonprofit leader knows the scenario: the finance team delivers pages of figures for budget planning or a quarterly board meeting, yet the conversation falls flat. Leaders flip through thick…

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  • What You Need to Know About the New IRS Payment Process

    What You Need to Know About the New IRS Payment Process

    September 23rd, 2025 | Tax | Wealth Management | High Net Worth
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    By Josh Dekam In March 2025, President Trump signed an executive order that would phase out the ability to make payments or receive refunds through a paper check by September…

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  • Reviewing the August 2025 Markets

    Reviewing the August 2025 Markets

    September 18th, 2025 | Wealth Management | High Net Worth
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    Strengths and Shifts The economy has grown significantly since the last time it experienced a recession. Household incomes and financial savings stand at all-time highs, underscoring the strength of the…

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  • Audit Alert: Beware of Potential Conflicts of Interest

    Audit Alert: Beware of Potential Conflicts of Interest

    September 18th, 2025 | Audit & Assurance
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    As year end approaches, many businesses will soon be preparing for their annual audits. One key consideration is ensuring there are no potential conflicts of interest that could compromise the…

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  • Pinched Nonprofits May Want to Free Up Board-Designated Assets

    Pinched Nonprofits May Want to Free Up Board-Designated Assets

    September 16th, 2025 | Consulting | Nonprofit
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    In general, nonprofits can’t use restricted assets for purposes other than those specified by the original donor. Board-designated assets (or board-designated funds) are another matter. These are unrestricted funds that…

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