Exceeding Expectations. Always. — Business Advisors and CPAs


Vet or Forget? The Case for Background Checks for Nonprofit Board Members

A thorough background check can’t guarantee that a problem won’t emerge, but it can serve as a solid deterrent to help mitigate the risk—one worth serious consideration.
Posted: March 3rd, 2020 | Permalink

What Plan Sponsors Need to Know About DOL Enforcement and Red Flags

Being selected for a Department of Labor (DOL) audit is not exactly a prize most plan sponsors want or intend to win. Often, plan sponsors think service providers will take the blame when compliance issues arise. But plan sponsors are ultimately responsible for plan administration and operation.
Posted: February 20th, 2020 | Permalink

Personal Income Taxes: 1099-Gs and 1099 INTs Available Electronically

Georgia—Corporate, Personal Income Taxes: 1099-Gs and 1099 INTs Available Electronically
Posted: December 30th, 2019 | Permalink

Gift Acceptance Policy

Many nonprofits receive contributions of both cash and non-cash gifts and are often hesitant to refuse any donations offered. However, there are certain non-cash gifts that can cause issues and at times even cost the nonprofit money.
Posted: December 4th, 2019 | Permalink

Window For Opportunity Zones Is Narrowing

As the end of 2019 approaches, so does the deadline to receive specific tax benefits for Opportunity Zone investments.
Posted: November 29th, 2019 | Permalink