The Charity CFO

DECEMBER 27, 2023

Does your nonprofit have ownership of a for-profit entity? Whether your organization owns a for-profit company outright or has limited ownership, a for-profit subsidiary can have serious tax implications for your nonprofit. Nonprofits with excess holdings may face an excise tax on the value of shares over the limit.

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Nonprofit Profit and Loss CFO Communication 52

CFO Talks

FEBRUARY 10, 2023

If caught, the taxpayer will face a dual audit with the active participation of both SARS and the revenue overseas authority where the assets are situated. This results in greater profitability and subsequently increased employment. Spending Plans Another area well-watched by CFOs is the government’s spending plans.

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Budgeting Profit and Loss Forecasting Prioritization 52

The Charity CFO

JANUARY 26, 2023

Start With the Fundamentals of Nonprofit Tax Filing Non-profit organizations operate in many areas of society, including education, healthcare, sports, and social services. You don’t want to make any mistakes that could trigger an audit or even the loss of your 501(c)(3) status. Get the free guide!

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Nonprofit Accounting Principles Profit and Loss Auditing 52

CFO News Room

NOVEMBER 19, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Which means that contributing to and investing the funds in an HSA can be an efficient way to pay for healthcare costs, now or in the future. He can be reached at [email protected].

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Planning Leadership Healthcare Accounting 130