News & Resources

In December, we announced the promotion of five of our managers to the principal level.  Today we’re highlighting Michael Barbera, a principal on our tax team. When discussing his promotion, Michael said, “I’m looking forward to

Part 2: Common Pitfalls in Financial Statement Reporting Direct Donor Benefits Reporting A common misconception that exists is that direct donor benefits, even when material, do not need to be segregated from fundraising expenses.   AICPA

In December, we announced the promotion of five of our managers to the principal level.  Today we’re highlighting Bob Babine, a principal in our audit department. Bob focuses his practice on helping technology, retail, professional

Principal Kate Rooney was quoted in Nightly Business Report’s article, “Should you claim Social Security early?” which discusses the new Social Security rules and the impact on your claiming strategy.  Nightly Business Report is produced by CNBC.

Part 1: Key Issues Public charities holding special events are entrusted by donors and the general public to report the financial results of their fundraisers both accurately and transparently.  To do that, charities must understand

This month’s newsletter includes the following: 1099 Filing Reminder Controversial charitable donation rules withdrawn 40 Under 40: Young Leaders Who Are Solving the Problems of Today — and Tomorrow Nonprofits Report Giving Boost for 2015

By purchasing stock in certain small businesses, you can not only diversify your portfolio but also enjoy preferential tax treatment. And under a provision of the tax extenders act signed into law this past December

On Thursday, January 21st, we’ll begin a weekly 4 part series written by principal Greg Rogers regarding the best practices for nonprofit special events reporting.  Please see the introduction to the series below and stay

We’re proud to announce that Managing Partner, Bill Mahoney, and Partner, Jonathan Gorski, have received the Five Star Financial Services Professional award. Five Star Professional identifies excellent service professionals in more than 45 markets across the United

For the last several years, taxpayers have been allowed to take an itemized deduction for state and local sales taxes in lieu of state and local income taxes. This break can be valuable to those