Article Archives: 2013

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. After all, you’re locking the doors, right? Or this: it’s been awhile since you’ve changed […]

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. The University had to borrow to continue operating. Why? Not only had the recession hit and the portfolio lost $11 billion, but […]

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. A tax-exempt status for U.S. federal tax purposes does not equate to exemption from all taxes. For instance, if the alternative investment creates […]

Posted by: Rick Cooley

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 […]

Posted by: Deby MacLeod

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, and we do our best to fill those criteria when conducting an engagement. An important aspect to keep in mind is balance – […]

Posted by: Sarah Huang

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. If your charity is receiving these calls, be aware: the IRS has been taking a harsh approach over the past few […]

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