Article Archives: 2019

Posted by: Rick Cooley

Qualified Opportunity Zone (QOZ) investing has been a hot topic in the financial press this year. As 2019 draws to a close, we’ve rounded up the facts and the lessons learned from QOZs and explained them below. Important deadlines are fast approaching, so if you’re planning to invest, it’s best to act on it soon. […]

Posted by: Mitch Hansen

As fraud schemes grow more sophisticated, the methods to combating them must evolve to meet the challenges. The Association of Certified Fraud Examiners recently released the results of a study they conducted on how organizations are using technology as part of their anti-fraud initiatives. The report is based on a survey which polled a wide […]

Posted by: Mike Nurse

As we approach International Fraud Awareness Week (November 17-23, 2019), it is a great time to review the basics of occupational fraud and why fraud awareness is especially important for not-for-profits. Occupational fraud is any fraud committed against an organization by its own officers, directors, or employees. This article addresses why not-for-profits are frequently vulnerable […]

这是一篇关于如果通过合法手段,使国外捐赠符合美国税收减免的文章。 阅读中文版本,请按这里。 International giving is picking up steam among U.S. taxpayers. As such, there is an increasing need for philanthropic advisors to help U.S. taxpayers understand how they can make tax deductible charitable contributions to overseas causes. For some domestic donors, it’s the desire to help the people affected by international disasters. Others want to […]

Posted by: Julie Eisenhauer

Effective inventory management and menu pricing are common challenges for owners of restaurants of all sizes. To be successful, owners must manage expenses, monitor cost fluctuations, improve ordering processes and respond with timely menu price increases. Preparing a profit and loss statement, and understanding how to interpret the results of the statement, provides an owner […]

Posted by: Julie Eisenhauer

As we approach the year’s end, this is a good time to consolidate plans for next year. For the hospitality industry, the Lodging Conference kicks that process off. I recently attended the 25th annual Lodging Conference, where hotel owners and executives meet to strategize and learn about development, finance, management and operations.  I returned with […]

Posted by: Victoria Kitts

Has your organization completed an enterprise risk management assessment? Your external auditors may ask this question, and you may wonder why. Your financial statements are audited annually by an independent audit firm. You have insurance policies in place, including insurance that covers cyber-attacks. Your staff keeps current on the list of federal, state, and local […]

In July of 2018, the IRS issued Revenue Procedure 2018-38. This new procedure reduced donor disclosure requirements on all organizations exempt under Internal Revenue Code §501(a), other than §501(c)(3) charities; §501(c)(7), (8), and (10) organizations accepting gifts for charitable purposes; and §527 political action committees. Thus, for all other tax-exempt organizations, the contributors’ names and […]

Posted by: Cheryl R. Olson

This article originally appeared in the Journal of Accountancy ©2019 Association of International Certified Professional Accountants. In a way, board oversight has the same impact on a not-for-profit organization that parenting has on a child. Performed effectively, board oversight provides the framework for the organization to grow and prosper. But when the board is dysfunctional […]

Posted by: Joe Haberzetle

Updated 9/18/2019, 9:15 PM What Changed? The Washington legislature recently enacted legislation that dramatically changes aspects of the state’s Real Estate Excise Tax (REET). Unless real property is classified as timberland or agricultural land, the REET rate structure will be changing on January 1, 2020. The current flat rate of 1.28% for the state portion […]

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