November 2023: This information has been updated based on new information. Read our most recent charitable giving yead-end tax planning insights. Leverage Charitable Giving to Reduce Your Tax Liability As…
Why Cayman Islands investment structures can create unexpected U.S. tax exposure For asset managers and financial services firms, Cayman Islands corporations are often used to accommodate not-for-profit investors, offshore investors…
…planning, executive compensation and benefit programs, estate planning and administration, tax issues of non-profit organizations, and tax planning for businesses and their owners. Mike is actively involved in the Richmond…
…judgements. But wait, there’s more! The benefits of deterministic processes do not stop there. To identify more organizational efficiencies which drive profit and make the business more competitive, companies are…
Tax and reporting considerations for separated or divorced persons Marital separation or divorce is often an emotionally charged experience. Focusing on tax matters may not be high on your priority…
Laying the Groundwork for Audit-Ready Grantmaking Grantmaking is central to a foundation’s mission, but it is also a key area of regulatory and audit scrutiny. From an audit perspective, missing…
…$250 or more, donors must obtain a contemporaneous written acknowledgment (“CWA”) from the nonprofit by the earlier of (1) the due date, including extensions, of the donor’s income tax return;…
Key clarifications from the recent CMMC FAQ updates The Department of War (DoW) issued two updates to its CMMC Frequently Asked Questions. These November 2025 and January 2026 updates provide…
…amendment period Even though the amendment deadline is still a few years away, proactive planning is a best practice. Nonprofit plan sponsors should consider: Confirming whether their 403(b) plan is…
…to ensure alignment with updated compliance requirements for their programs. Questions about how the 2025 updates affect your organization’s single audit or federal funding compliance? Connect with Keiter’s nonprofit team…
…gains and losses, and any contractual sale restrictions. Guidance for nonprofits holding cryptocurrency assets In the ever-evolving landscape of nonprofit fundraising, innovative approaches are at the forefront of driving impactful…
…being accepted in accordance with the nonprofit’s policies, and any cryptocurrency transactions are accounted for properly and in accordance with the nonprofit’s policies. Your Keiter nonprofit team is closely monitoring…