Financial Reporting Healthcare Investments Profit and Loss 
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.
Adam Kae
SEPTEMBER 24, 2020
Adam Kae & Associates is a Virtual Healthcare CFO. What a Healthcare CFO Does. CFO - Chief Financial Officer. Here's a Brief List of (Some) CFO Tasks: Financial Reporting. You should be producing regular reports of your finances. It's one thing to have QuickBooks run a report. Invest vs Rent.
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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. NPOs should track all donations, grants, and investments made to their organization to make sure they are properly accounted for.
The Charity CFO
DECEMBER 27, 2023
However, small nonprofits may not have access to the same resources as for-profit businesses or large nonprofits. With a group health plan, you’ll work with an insurance company or healthcare provider to purchase a health plan and then offer employees the chance to join the plan. Get the free guide!
Barry Ritholtz
SEPTEMBER 12, 2022
She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.
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