In this newsletter we cover employee gift matching programs as a philanthropic strategy, fraud prevention using the “fraud diamond” framework, upcoming expanded income tax disclosure requirements for private entities, and differences between public charities and private foundations. Also features a team spotlight on Lisset Anderson from Client Services.

The April newsletter featuring expert CPA guidance on analyzing non-profit tax returns, strategies for optimizing real estate portfolio cash flow, the latest updates on BOI reporting requirements under the Corporate Transparency Act, essential business disaster planning strategies, and understanding the tax implications of Roth IRA conversions.