Sometimes, a not-for-profit's investment performance isn’t what it should be. Looking at the Investment Policy Statement and identifying corrections can help to improve fund performance and help to ensure investment returns meet their objectives.
The Inflation Reduction Act contains incentives for investment in the energy sector, a corporate alternative minimum tax, an excise tax on stock buybacks, IRS funding and an extension of business loss limitations.
Starting a nonprofit often requires registering with the state before the organization can fundraise. States like Virginia, Maryland, and North Carolina all have different rules and requirements for nonprofit registration.
There is an abundance of financial terms that get thrown around in news, market reports, and even conversations with advisors. This article sums up 10 common investment and financial terms that every investor should know.
Tax proposals in a revived reconciliation measure include a 15% corporate minimum tax, a boost to IRS enforcement and carried interest modifications.
The OMB has released the 2022 Compliance Supplement, which is effective for audits of fiscal years beginning after June 30, 2021.
Virginia’s tax credit education scholarship program saw its funding fully restored in the new state budget. The EISTC program allows eligible donors to claim a 65% tax credit against five state taxes.
Tax planning strategies can help businesses experiencing higher interest expense due to inflation, increased interest rates and lower tax deductions.
The pandemic created new challenges for cybersecurity. Achieving operational excellence in cybersecurity means pushing for resources and leadership buy-in.
2021 was described as the worst year ever for the IRS. Several compounding problems, exacerbated by COVID-19, led to a historic backlog. Now, the agency is taking steps to improve service.
As Internet Explorer will discontinue browser security updates by August of 2021, this site is best viewed using Google Chrome, Safari or Microsoft Edge.
