Client Alerts
Nonprofit Agenda


Client Alerts

Nine tax moves you should consider before year end
Don't overlook tax moves you can still make
Winter -
2011

How to lower your income if you want to qualify for a Roth IRA
Are you looking for a good investment?
Fall -
2011

New investment reporting rules raise cost basis awareness
Avoid these four big mistakes
Summer -
2011

New tax law passed late in 2010 renews tax breaks and extends tax rates
Great business managers keep things short and simple
Spring -
2011



Non-Profit Agenda

Protect your nonprofit by cross-training staff
Cross training is the solution
Feb/Mar 2012

5 Tips for dynamic strategic planning
Ignite the process
Dec/Jan 2011/2012

Board financial responsibilities
Put best practices in motion
Oct/Nov
2011

Back to the future
Rely on financial statements to make decisions for the future
Aug/Sept
2011

Worker status: What you decide may cost you
When should you forgo a special event?
June/July
2011

An IRS magnet
UBIT expense allocations draw scrutiny
Apr/May
2011

Status quo
How to keep your "public charity" designation
Feb/Mar
2011

The World of quid pro quo
When a donation isn't simply a donation
Dec/Jan
2010/2011

Do you need a hired gun?
When professional association management makes sense
Oct/Nov
2010

Different Strokes
There's more than one way to form an alliance
Aug/Sept
2010

Be sure to lobby by the rules
Event financing: 3 ways to land a sponsor
June/July
2010

Goodbye SAS 112, hello SAS 115
Outsourcing bookkeeping
Apr/May
2010

Getting financing in today's economy
Board-staff harmony
Feb/Mar
2010

Putting your best foot forward
Giving donors and funders the financial information they need
Dec/Jan
2009/2010