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Accounting, Compliance, and Business Advisory Insights and Guidance for Tax-exempt Organizations

 

The combination of reduced funding, increased audit and regulatory compliance scrutiny, and a record level of demand for services has many tax-exempt organizations in Buffalo, Rochester, Syracuse, and Albany looking for guidance on how to weather the storm.
 
Read what Bonadio's tax-exempt CPAs and management consultants have to say about a wide variety of these issues for tax-exempt/nonprofit organizations in New York State. Share your observations and insights with peers, and subscribe via the Community's RSS feed to get our latest postings via e-mail or through your reader.

 

Marketing is the Mission: Marketing for Tax-Exempt Organizations

By Rick Castle

    With Governor Cuomo’s restructuring of the State Budget, revenues for many Not for Profit Organizations may be significantly reduced.  Yet the Governor’s strategy also opens up new opportunities for nimble boards to take on new mission-driven activities previously performed by high cost Government Agencies.  Marketing tools and best practices, previously the realm of profit-driven big business, can be key to navigating this new landscape.

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Best Practices for Benefit Plan Management

Employee Benefit Plan Management
Best Practices for Benefit Plan Management

The highly regulated employee benefit plan world experienced even further governance during 2010. Now that the pressure of the October 15 filing deadline have passed, Kevin Testo, CPA has some insights and guidance on what Plan sponsors  can do to improve the day-to-day operations of managing their employee benefit Plan. Read more on Kevin’s five recommended best practices

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Bank SEC Comments
Jamie L. Keiser, CPA

Need to Know:  A Financial Institution’s 2011 Checklist  - Part 3
The Bonadio Group helps you navigate the myriad of proposed changes to accounting and disclosure requirements.   This week, Jamie Keiser, CPA and Principal discusses what has been the focus of SEC comments to bank registrants, and what banks need to prepare to do as the calendar year comes to a close.

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Tax Planning for Banks
Jamie L. Keiser, CPA

Need to Know:  A Financial Institution’s 2011 Checklist - Part 2
The Bonadio Group helps you navigate the myriad of proposed changes to accounting and disclosure requirements.   On this week’s agenda:  Tax Planning for Financial Institutions

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New Accounting and Reporting Requirements for Banks
Jamie L. Keiser, CPA

In this first Viewpoint of our three-part series, “New Accounting and Reporting Requirements for Banks”, Bonadio Principal, Jamie L. Keiser, CPA, breaks down the proposed changes and helps you navigate the often complex world of FASB, IASB, TDRs, and more.

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