Article Archives: 2013

By Jennifer Mace, CPA and Jennifer Becker Harris, CPA

U.S. charities are now more than ever diversifying their investment portfolios to include foreign investments, especially foreign program-related investments.

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By Jennifer Becker Harris, CPA

Great news! A local company has chosen your charity as the beneficiary of an upcoming sales campaign. The promotion promises a $1 donation to your charity for each unit sold.

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in Fraud.

You know it’s crossed your mind.

You’re pressed for time and need to run a quick errand. It wouldn’t hurt to run into the store/post office/dry cleaner/whatever and not take the extra time to secure your belongings in the car.

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in Investing.

At the end of fiscal year 2008, Harvard University had an investment portfolio of over $36.9 billion. Yet one year later, they were in crisis, with not enough cash flow available for operations.

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By Sarah Huang, CPA and Jennifer Becker Harris, CPA

Charities that invest in alternative investments are not immune to the many income, excise, and foreign tax consequences related to the complex investments.

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By Rick Cooley, CPA

It wasn’t pretty. It was a tough, brutal battle. We’re not talking about the playoff game between Seattle and Atlanta. We’re talking about the battle on the Beltway – the one dealing with the fiscal cliff — the passing of the American Taxpayer Relief Act (ATRA.)

Now that legislation has been passed and signed to address the tax side of the fiscal cliff,

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By Deby MacLeod, CPA

Having a good working relationship and receiving great client service – these are consistently the two most important criteria we hear from organizations when they’re selecting an auditor,

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By Sarah Huang, CPA

It’s that time of the year. The phones are ringing with frantic calls from donors wanting receipts for prior year donations to support a deduction on their personal tax returns.

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