In The News

NFP E-News Update  August 21, 2014
The concepts of private inurement and private benefit in the exempt organization world are oftentimes the silent killer. Most exempt organizations must be organized so that no part of earnings benefit any private individual. Read More

NFP E-News Update  August 14, 2014
Whether you are a newly formed organization looking to take your first step into the investing arena or your organization is a seasoned professional, there are certain items to take under consideration when a tax-exempt organization invests. Read More

NFP E-News Update  August 7, 2014
Serving on the board of a nonprofit organization can be an honor; however, it is important to keep in mind that board members can be held accountable for the organization’s actions. Due to the federal government’s increased emphasis on regulatory compliance and False Claims Act enforcement, this responsibility should not be taken lightly. Read More


 


Resources [ Client Tax Organizer ]

 

A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to us. Current clients should contact us to request a "pro forma" tax organizer that includes prior year information and carryover data.
The Client Tax Organizer is the last selection.