Financial Management

Understanding the "Family Glitch" Fix

New IRS regulations address a quirk in the Affordable Care Act (ACA) health insurance marketplace known as the “family glitch” and may provide relief for employees covering family members on group health insurance plans. Specifically, covered family members may be eligible for subsidies under the ACA on individual plans. Join Marsh McLennan Agency to learn about the “family glitch” changes and how they may benefit your family.

Presenter: Joe DeMartino, Individual Health and Medicare Consultant, Marsh & McLennan Agency LLC

Recording length: 26 minutes

Retooling Your Reserves

It's been a decade since the Great Recession gave way to the last wave of "best practice" regarding financial reserves. A lot of organizations had rebuilt their reserves, in many cases with increased sophistication. However, the COVID-19 pandemic has required organizations to lean on reserves in new ways to navigate otherwise impossible choices.

Expired Tax Provisions Create Uncertainty for Nonprofits’ 2022 Finances

Last updated: February 10, 2022

David Heinen, Vice President for Public Policy and Advocacy, North Carolina Center for Nonprofits

As we enter the start of tax season, nonprofit leaders are concerned that their organizations’ finances may be challenged this year by the recent expiration of several temporary tax provisions, including the expanded child tax credit, the Employee Retention Tax Credit, and three tax incentives for charitable giving.

The Expanded and Improved Child Tax Credit

2021 Nonprofit Legal Compliance Workshop Recordings

Charitable nonprofits are required to comply with a wide array of federal and state laws and regulations. Nonprofit staff and board members, attorneys, CPAs, and consultants will get a better understanding of the common nonprofit legal compliance policies, rules, and issues that affect nonprofit organizations.

A One-Hour Crash Course in Legal Compliance for Nonprofits – Ed Chaney and David Heinen

Everything You Always Wanted to Know About Form 990 (But Were Afraid to Ask)

 

As a result of attending this session, you will be able to: (1) understand and apply the three lenses used to complete an impactful Form 990; (2) describe how the Form 990 is organized along with the purposes of each section; (3) differentiate which areas of the Form 990 receive increased attention from the IRS and use that to evaluate the overall effectiveness of your Form 990.

Presenter: John Norman, CLA

Webinar length: 1 hour, 3 minutes

Date: September 9, 2021

Recording Price: $25

Global Study Finds Fraud Impacts Nonprofits - What Can Your Organization Do?

By Rob Zuengler and Jenny Dominguez, CliftonLarsonAllen
Reprinted with permission from CliftonLarsonAllen

Could your nonprofit afford to lose $639,000? According to a recent study, that amount of loss due to fraud is not out of the question. Occupational fraud is a real threat to nonprofits and it could be committed by anyone from an employee to an executive.