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Risk Mitigation

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Article

November 27, 2023Contentious School Boards: How Public Schools Can Mitigate Risk Exposure

School boards set policies, goals and objectives for a public school district, making decisions about policy, budget and leadership. As part of an elected governmental body, school board members function as representatives of their constituents to provide governance that guides the day-to-day operations of the schools.

Article

October 31, 2023Navigating Data Privacy for Not-for-profits

Not-for-profit organizations safeguard a diverse and vast array of data, from beneficiary stats to donor details. As a result, it's imperative to identify and protect important data, ensuring it's compliant with regulations and safe from unauthorized access or leaks.

Article

October 31, 20233 Best Practices of Successful Supply Chain Management

In this article, we will explore three key SCM best practices that contribute to a stronger supply chain network.

Planning & Tax Minimization

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Article

December 06, 2023IRS Issues Proposed Regulations on Taxable Distributions From Donor Advised Funds

Sponsoring organizations and fund managers have received long-awaited proposed regulations (REG-142338-07) regarding taxable distributions made from donor advised funds (DAFs).

Article

November 27, 2023CBIZ 2023 Year-End Tax Planning Guide Now Available

Throughout the guide, you will find helpful links and tax insights that spotlight opportunities and action items for planning in 2023 and beyond.

Article

November 27, 20232023 Report Underscores Importance of Donor Advised Funds to Not-for-Profit Organizations

The recently released National Philanthropic Trust's (NPT) 2023 DAF Report should be of interest to not-for-profit organization CFOs and development leaders throughout the U.S. According to the report, grants from donor-advised funds (DAFs) to charities exceeded $52 billion in 2022, a record high despite a challenging year for financial markets. This marks the 13th straight year of growth in DAFs. The report serves as a good reminder to not-for-profits leaders to become more aware of established DAFs among their donor bases.

Employee Management

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Article

December 06, 2023Safeguarding Employee's W-2 Forms From Cybercriminals

Employers have a critical role in safeguarding their employees' W-2 information from cybercriminals during tax season. Learn about securing sensitive data, the importance of encryption, guidelines for encrypting W-2 forms, and staying informed about cybersecurity measures to protect tax refunds.

Article

December 06, 2023How Not-for-profits Can Harness AI Tools for Enhanced Efficiency

Let’s explore some AI tools that can enhance yourorganization’s capabilities.

Article

November 27, 2023California Increases SDI Deduction

Get up to speed on the latest changes in California StateDisability Insurance (SDI) and understand their implications. Learn about wage caps, taxation rates,withholdings, and more!

Regulatory, Compliance, & Legislative

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Article

November 21, 2023 ESG Reporting Frameworks: Which Should My Company Use?

To help organizations prepare, we’ve outlined three ESG frameworks that are gaining momentum among businesses and regulators. In what follows, we’ll also discuss what companies should consider as they implement these frameworks.

Article

November 20, 2023 Creative Budgeting for a Joyful Holiday Season

The holiday season is a time of festivities, gift-giving, and making memories with loved ones. However, it's also a time when overspending can easily lead to financial stress when the holidays are over. Here are some ideas that can help you enjoy the holidays while keeping your finances in check.

Article

November 08, 2023 Decoding CECL: Here Are Key Concepts You Need to Know

This article represents the first installment in a seriesexamining the intricacies of the Current Expected Credit Loss (CECL) standard.