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The Broker Dealer Audit Program

October 8, 2020 by Ernst Wintter & Associates LLP

The purpose of performing broker dealer audits and requiring regular reporting is to verify that broker dealers are compliant with regulations intended to protect investors. The broker should implement consistent internal investigations to assure this goal, but audits are the primary tool used by … Read More

3 Ways to Connect your Development and Accounting Departments

December 16, 2018 by Ernst Wintter & Associates LLP

Communication between departments in anon-profit facilitates collaboration, fostering an understanding of different roles within the organization, and more connections to support each other. A breakdown in communication between a non-profit’s development and accounting departments can lead to … Read More

Streamline your Non-Profit’s Accounting Functions

November 18, 2018 by Ernst Wintter & Associates LLP

Every non-profit has operational processes that must be repeated periodically. Optimizing these processes to maximize efficiency is important for ensuring that your non-profit minimizes costs. Even tightly run organizations can use some improvement — particularly in the accounting area. Here are six … Read More

Why Accounting Methods Create Differences in your Financial Statements

October 26, 2018 by Ernst Wintter & Associates LLP

Your organization likely develops financial statements internally throughout the years for your Board of Directors. This might include reports every month, quarter, or another cycle that your board prefers. Then, at year end, your auditors always propose adjustments. Why the consistent … Read More

How to Determine the Value of Donated Items for you Non-Profit

October 24, 2018 by Ernst Wintter & Associates LLP

It can be difficult for non-profit organizations to value non-cash and in-kind donations.  There are several purposes for valuing donations including record-keeping or providing a value for charitable tax deduction. Either way, your non-profit’s tax needs will likely include valuing donations at … Read More

Choosing the Right Insurance for your Non-Profit

October 21, 2018 by Ernst Wintter & Associates LLP

Risk management is important for every organization to integrate into their operating strategy.  Insurance is the cornerstone of any risk management plan, including your non-profit organization’s financial plan. While insurance cannot protect your organization from every adverse situation, it is … Read More

How to know if your Non-Profit’s Special Event should be Repeated Next Year

September 24, 2018 by Ernst Wintter & Associates LLP

Non-profits use special events to raise large amounts in a short period of time. Most often, the donor receives a direct benefit from the event — such as dinner or participation in a gaming activity. But special events don’t always meet their fundraising goals. In fact, organizations can lose money … Read More

Revisiting the Donor Bill of Rights to Help Evaluate Fundraising at your Non-Profit

August 12, 2018 by Ernst Wintter & Associates LLP

The Donor Bill of Rights was designed about 25 years ago to provide an outline of best practices for fundraising in non-profits. While the list has been criticized for being out of date today or not being comprehensive, its basic principles are worth revisiting. Incorporating lessons from the Donor … Read More

Upcoming Changes to Nonprofit Financial Reporting

March 9, 2018 by Ernst Wintter & Associates LLP

In August of 2017, a new set of rules were adopted by the Financial Accounting Standards Board (FASB). The is the first major update to the regulations since 1993, and will become effective on December 31, 2017. The goal is to improve communication between the nonprofits and its investors and … Read More

Tax Changes Small Businesses Should Know

March 6, 2018 by Ernst Wintter & Associates LLP

Changes in tax laws occur every year, affecting businesses of all types. These changes affect the planning and preparation of taxes for businesses ranging from sole proprietorships to large corporations. Here is a quick look at the changes which take effect during the 2017 filing season. Tax … Read More

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