Resources
California Nonprofits Must Prioritize Common Interests in Their Associations
If your nonprofit is a 501(c)(6) organization, your associations could threaten your tax-exempt status if they aren’t prioritizing common interests
Your California Nonprofit Can Benefit From AI Technology
California Nonprofit Can Benefit from Artificial Intelligence, which isn’t only about computers performing complex tasks without human input. The AI
How an Accountable Plan Benefits Your California Nonprofit and Staffers
Providers of California nonprofit audit and tax services recommend you reimburse employees and staffers for work-related expenses. Accountable plans are
Transitioning Your California Nonprofit Fundraising from Ad Hoc to Ongoing
Are Your California Nonprofit’s Sponsorships and Advertising Taxable?
What Nonprofit Board Members Must Know About Fiduciary Duties
Ensuring Your California Nonprofit is Complying with Federal Procurement Requirements
How Nonprofits Can Plan to Limit Disaster Damage
The New Accounting Rules for Gifts in Kind
Rebuilding Your Nonprofit’s Operating Reserves After COVID
2020 has put a dent into the reserves of many nonprofits. If your nonprofit was affected, you might have tapped
Nonprofits: Don’t Ignore These Financial Warning Signs
Now that health providers are vaccinating populations in earnest, nonprofits are beginning to emerge from one of the most challenging
Use Benchmarks to Improve Your Nonprofit’s Efficiency
Tips on Promoting Your Nonprofit in 2021
Many nonprofits spent 2020 dedicating their efforts to staying afloat. They were focused on improving their finances, some implementing new
How to Improve Communication Between Your Nonprofit’s Development and Accounting Departments [4 Steps]
Broker Dealer Audit Deficiencies
The Public Company Accounting Oversight Board (the “PCAOB”) recently released its annual report of findings in audits of broker dealers
The Broker Dealer Audit Program
The purpose of performing broker dealer audits and requiring regular reporting is to verify that broker dealers are compliant with
How to prepare for your annual broker dealer audit
Preparing for your annual broker-dealer audit should be a proactive agenda throughout your company’s fiscal year. Early preparation allows your
The Objectives of a Broker Dealer Audit
The requirements for broker dealer audits exist to protect investors. Once a year, a firm registered with the PCAOB must