Kevin J. Bonnett, CPA Vice President & Director of Employee Benefit Services The “SECURE 2.0” Act enacted in 2022 continues to introduce significant changes each year to the rules around retirement plan savings, and 2025 is no different. SECURE 2.0...
Ryan J. McDonell, CPA, MSA, MSLT Tax Director The Financial Crimes Enforcement Network (FinCEN) has issued an interim final rule that exempts U.S. companies and U.S. persons from reporting beneficial ownership information (BOI) under the Corporate Transparency Act....
As we continue to monitor the Beneficial Ownership Information (BOI) reporting situation for business owners as part of the Corporate Transparency Act (CTA), here are the most recent updates coming from the U.S. Treasury Department. The Financial Crimes Enforcement...
Jayme F. Moore, CPA Vice President & Director Cost allocation may not be your favorite task — particularly if your nonprofit has many activities. Yet the process is critical because donors and funders want to know how your organization uses its financial...
Sean S. McNeil, CPA, MBA Accounting & Auditing Director Values and beliefs are foundational to the existence of most nonprofit organizations. So it follows that the manner in which an organization’s work is carried out matters as much as its results. Your...
