Like so many aspects of our lives this year, not-for-profit donor relations are changing. Donors have different expectations, and as not-for-profits fight for mindshare and share of wallet, evolving interactions with donors is more critical than ever. On September 9, 2020 donor relations guru Lynne Wester spoke to hundreds of
The Tax Cuts and Jobs Act (TCJA) of 2017 put major tax provisions in play – and as our team of top tax pros outlined in our most recent Signature Tax Event, many of those provisions are set to expire at the end of 2025 – putting a nasty wakeup
Can’t watch the video? Get the transcript. PCI compliance is more than a technical requirement. It’s a critical part of protecting customer payment data, maintaining trust, and reducing organizational risk. In this Ask the Experts discussion, our cybersecurity pros break down what PCI compliance means, why it matters, and the
While supply chain disruptions continue to capture headlines around the globe, recent shipping data implies the trucking market may be beginning to stabilize. According to Uber Freight, truckload contract rates are heading towards negative areas compared to last year. In early 2022, spot rates began to swiftly decrease to the
The 2023 tax filing season brought new challenges for corporations navigating additional reporting requirements tied to the Corporate Alternative Minimum Tax (CAMT). In response, the IRS issued guidance to simplify compliance through safe harbor provisions. 2023 tax reporting Once the 2023 tax filing season arrived it was found that certain
You’ve been hearing about the new lease accounting standard for quite a while now – and for calendar year-end contractors, it’s about to show the full measure of its impact. The standard, ASC 842, went into effect on January 1, 2022, which will require an entry to move all operating
Multi-year gifts, such as pledges, grants, or donations committed over several years, can be a powerful source of stability for non-profits. They provide predictable funding streams that enable strategic planning and program expansion. However, they also introduce unique reporting and management challenges that can significantly impact financial statements and stakeholder
As organizations compete in the ongoing war for talent, offering a competitive 401(k) plan has become a critical component of compensation packages. Our latest 401(k) Plan Management Benchmarking Report provides valuable insights into how companies are managing their plans and what trends are shaping retirement readiness. Understanding these benchmarks can
Your business just had its best revenue quarter yet. The profit and loss (P&L) statement looks strong. Then, a few weeks later, you’re wondering how you’ll cover payroll. Many growing businesses fall into the same trap. They rely on their P&L to make decisions, assuming profitability means they’re financially healthy.
Not long ago, AI in auditing felt like a “someday” conversation. Fast forward to 2026, and it’s very much a present-day reality. AI-powered tools are beginning to reshape how audits are conducted, helping teams work smarter, move faster, and focus on what matters most. For auditors navigating growing data volumes,
A Vastly Different Landscape – and How to Navigate It Times have certainly changed since FMI distributed their First Quarter 2020 outlook, and the Second Quarter outlook shines the light on a vastly different landscape. Items of disruption that have emerged include: COVID-19 Volatility in financial and equity markets Federal
While both U.S. Generally Accepted Accounting Principles (GAAP) and IRS Form 990 (required for most tax-exempt organizations) deal with investment income reporting, there are key differences: GAAP aims for comprehensive financial reporting for various stakeholders, while Form 990 focuses on transparency and compliance with IRS regulations for tax-exempt status. Essentially,