CFO News Room

JANUARY 19, 2023

They also offer educational resources to help users learn the basics of investing. These protections help safeguard investors’ funds and securities in the event of a brokerage firm’s failure or other financial losses. Kearns, had suffered financial losses due to the company’s risky trading practices and lack of customer support.

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Profit and Loss Securities Nonprofit Investments 130

The Charity CFO

SEPTEMBER 14, 2022

It’s true that due to their uniquely valuable societal contributions, such as charitable actions or educational priorities, nonprofits receive tax exemption for income from activities substantially related to their primary purpose. . Gains or losses from property disposition. ?? But what if I told you that’s not always true?

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Nonprofit Profit and Loss Education CFO 98

The Charity CFO

MARCH 24, 2022

Fraud losses in the charitable industry destroy an organization’s reputation, future financing opportunities, and capacity to carry out its mission. The education first department reported Inconsistencies to the USDA in 2020. 3 Common Types of Fraud in Non-profits . How was this fraud uncovered? 1: Corruption.

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Nonprofit Profit and Loss Auditing Leadership 98

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.

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Nonprofit Accounting Principles Profit and Loss Auditing 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. And simultaneously, making full use of quick access to tax information from across the globe.

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CFO News Room

DECEMBER 30, 2022

Why it is important for advisory firms to conduct an audit of their tech stack and the steps they can take to conduct the exercise. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He can be reached at [email protected]. Read more of Adam’s articles here.

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CFO News Room

NOVEMBER 22, 2022

Michael: So, it sounds like part of the challenge was, you live in a large company environment where, as is common for a lot of them, they organized study groups of top advisors, of top producers, of those that are doing well and growing well, and driving the business profitably. In fact, we probably would have been much more profitable.

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Planning Communication Profit and Loss Education 130