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.

Nonprofit 52

Nonprofit Profit and Loss Communication CFO 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.

Budgeting 52

Budgeting Profit and Loss Forecasting Economics 52

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.

Nonprofit 52

Nonprofit Accounting Principles Profit and Loss Auditing 52

Barry Ritholtz

DECEMBER 5, 2023

We hope that we can invest behind and see stability so that there won’t be a loss of capital 00:28:00 [Speaker Changed] And, and above average GDP 00:28:02 [Speaker Changed] Growth. And that at least annually, those evaluations are typically subjected to audit as part of the audit process.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

Barry Ritholtz

OCTOBER 19, 2022

So the harvest losses to offset future gains. RITHOLTZ: That leaves a mark when it comes time to — you add in tax loss harvesting, and just helping with having a financial plan. So as we grow, become more efficient, we get scale, we sort of make a profit. And we take that profit, and we do two things with it.

Investments 114

Investments Profit and Loss Education Advertising 114

Barry Ritholtz

JULY 18, 2023

WAGNER: Yeah, I started as a certified public accountant and one of the early engagements that I was tasked with was in the space of asset management and I recall doing the audit on Jeffrey Vinik’s very first year as a hedge fund manager. And it was the most profitable day of trading I’d ever had. WAGNER: Exactly.

Investments 52

Investments Profit and Loss Restructuring Accounting 52

CFO News Room

NOVEMBER 19, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Which means that contributing to and investing the funds in an HSA can be an efficient way to pay for healthcare costs, now or in the future. He can be reached at [email protected].

Planning 130

Planning Leadership Accounting Healthcare 130