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Nonprofit Accountants Navigating the Unknown After the Pandemic

Since March, 87% of nonprofit organizations have experienced disruptions to their operations, according to the Center for Nonprofits. We have seen it with many of our nonprofit clients and have worked diligently with them to manage their funding issues and apply for assistance as offered through the CARES Act. Even with this extra support through…

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BREAKFAST (at home!) WITH BENEFITS – May 2020

During these times, the way we hold meetings has changed but the benefits of networking and education has not. YOU ARE INVITED TO OUR VIRTUAL EVENT! Best Practices in Banking Q&A Your Questions Answered on Banking Security, Accounts, and Loans Tuesday, May 12 7:45 – 9 a.m. Virtual Zoom Meeting Presented by: Thomas Pope, AAP,…

Nonprofits and Fundraising During the Coronavirus Crisis

There is no way around the long-term implications the Coronavirus (COVID-19) will have on the world; every country, every community, every person, every business, and every nonprofit will feel its effects. Many nonprofits were planning their spring and summer events which, for some, are how they survive the year. Amidst these concerns, there are ways…

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New IRS Regulations are Coming for Nonprofits

When it comes to unrelated business expenses, the Internal Revenue Service appears close to releasing proposed regulations that were part of the 2017 Tax Cuts and Jobs Act. The new rules could mean reporting changes that might be complicated, specifically for larger nonprofits that receive revenue outside of normal fundraising programs.

Breakfast with Benefits: Strategic Planning

How the One-Page Goal Tree Builds Enthusiastic Collaboration Tuesday, March 10 7:30 – 9 a.m. Madison Senior Center: 330 W Mifflin Street, Madison Presented by: Derrick Van Mell, CEO of the Center for Management Terms & Practices (theindex.net) We will discuss the real obstacles to a successful plan are a) getting everyone to stick with…

Nonprofit Annual Reports – Engaging and Informing

The development of a nonprofit’s annual report can be time consuming, laborious, and unfortunately sometimes even boring, but it doesn’t have to be and shouldn’t be. In fact, the annual report could be used to make another connection with current donors while also informing potential donors and corporations about how their money would be used….

Breakfast with Benefits – Annual Report Development

YOU ARE INVITED! Annual Report Development Panel Q and A on the Content and Creation of your Organization’s Annual Report Tuesday, January 14 7:30 – 9 a.m. The Road Home Dane County: 890 W. Wingra Drive, Madison Presented by: Melissa Carlson, Owner of Melissa Carlson Creative (melissacarlsoncreative.com) Leslie Blaize, CPSM, Owner of Blaize Communications (blaizecommunications.com)…

Reforming Charitable Deductions to Help Nonprofits and Taxpayers

Since 2017, nonprofits have seen a reduction in the amount of money coming in and that is partially because of the Tax Cuts and Jobs Act of 2017. Economists loved the idea of doubling the standard deduction but were concerned that reform could reduce charitable giving because less people would itemize and deduct donations. And…