Standards for Accountability
Donors understandably demand accountability from the not-for-profit organizations they support. Some turn to the Better Business Bureau (BBB) for guidance. Its Wise Giving Alliance has established standards by which it evaluates tax-exempt 501(c)(3) organizations that submit a report. You might find it useful to see how your organization measures up to the standards. Presented in…
Handling Functional Expenses and Developing Indirect Rates: Best Practices for Effective Nonprofit Financial Operations
Join Gelman, Rosenberg & Freedman CPAs for an overview of allocating direct and indirect expenses and implementation of appropriate indirect rates. Click here to view the slides.
Audit Not Required? Understand Your Options (Preparations, Compilations, Reviews) and Best Practices for Being Well-Prepared
Join Gelman, Rosenberg & Freedman CPAs for an overview of the difference between an audit and its alternatives. Click here to view the slides.
Does Your Management Team Measure Up?
Part of a good management structure means that key leaders not only get the job done but they also encourage staff members and volunteers. That involves praising them properly, inspiring their trust, and providing them with the information needed to do their jobs and understand their roles in the organization. Often it’s more a question…
Could Your Organization Fall Victim to Embezzlement?
Embezzlement by employees can take many forms — from the simple use of a company credit card to buy inexpensive personal items to complex check forging schemes that result in massive losses. Take a look at these court cases, which illustrate some of the ways not-for-profit organizations can be defrauded: A former chief financial officer…
Handling Functional Expenses and Developing Indirect Rates: Best Practices for Effective Nonprofit Financial Operations
Join Gelman, Rosenberg & Freedman CPAs for an overview of allocating direct and indirect expenses and implementation of appropriate indirect rates. Click here to view the slides.
Unraveling the Complexity of Expatriate Taxation: How Employers Can Achieve Compliance and Promote Employee Satisfaction
Join Gelman, Rosenberg & Freedman CPAs for an overview of common expatriate tax issues and an overview of the complex expatriate HR areas organizations face. Click here to view the slides.
The Road to Audit Readiness: Best Practices for Closing the Books at Year-end
Join us and learn how to avoid some of the common pitfalls that often lead to audit adjustments. Click here to view the slides.
Emerging Trends in the Nonprofit Industry: Is Your Organization Prepared?
Join us for an interactive discussion about emerging trends in the nonprofit industry and how your organization should respond to stay ahead of the curve. You’ll come away with practical knowledge and tools to help your organization tackle some of its biggest challenges. Click here to view the slides.
Understand Employee Benefit Plan Audits and Prepare Your Organization for the Changes Ahead
This webinar provides an overview of Employee Benefit Plan audits as well as the recent (and proposed) changes affecting retirement plans. Participants will come away with a clear understanding of what triggers the audit, who is considered a “participant”, audit requirements, and the 80/120 rule. Click here to view the slides.