nonprofit-tax-filing-7-steps-to-peace-of-mind 
The Charity CFO
JANUARY 26, 2023
Most people dread filing taxes. The piles of paperwork, long hours, and complicated tax codes can be truly overwhelming. Nonprofit leaders have an especially hard time understanding, preparing and filing their returns. Fortunately, filing taxes for a nonprofit doesn’t need to be stressful.
CFO News Room
NOVEMBER 22, 2022
Executive Summary. Welcome back to the 308th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Matthew Blocki. Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households.
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