Articles

As the year comes to a close, we are reminded of the complex issues and more importantly, opportunities available to private foundations.

This edition offers new guidance on LTPTEs, Secure 2.0 Act changes to W-2 reporting, final regulations on RMDs and more.

While there haven’t been many accounting or auditing pronouncements issued in the past few years, this article highlights a few new ones.

Year-end tax planning for tax-exempt organizations is crucial to ensure compliance and optimize financial operations.

Read on for an update on current IRS audits on transfer pricing, which can lead to significant tax adjustments.

Whether you’re a bull or bear, it’s good business to have plans in place that allow your company to pivot with economic shifts.

As we approach year-end, it is crucial to review any tax planning opportunities that may be available to you.

The HVAC services sector continues to witness sustained demand spurred by a variety of factors.

To help you with this process, offered below are five effective policies and procedures proven to detect and mitigate fraud. We include practical examples that any foundation can adopt.

Our recommendation is to hold steady and do not make any hasty decisions until there is more certainty.

Read on for summaries of the recently adopted rules, standards of conduct and fiduciary duties organized for you by market-participant type.

Staying at the forefront of technological advances is required to keep our organizations safe.