Month: May 2026

SECURE 2.0 is reshaping employee benefit plan audits. In this blog, we break down the key provisions employers should have on their radar.

For nonprofits, Form 990 reporting comes down to one key question: did the donor receive something of value? That answer determines whether it’s a fundraising event or a contribution. Learn more in our latest blog.

For nonprofits, Form 990 reporting isn’t just about totals. It’s about getting the specifics right. Donor-advised fund contributions require careful donor identification and proper placement.

Donor-advised funds are becoming a larger part of nonprofit funding, but the accounting behind them isn’t always straightforward. Getting these details right supports accurate reporting and stronger internal controls.