Changes to the 2023 Form 5500
The U.S. Department of Labor, the IRS, and the Pension Benefit Guaranty Corporation issued the third and final phase of changes to the Form 5500 and Form 5500-SF Short Form related to the implementation of a September 2021 regulatory proposal (see EBPAQC Alert #478). These changes, which apply beginning ... Read More ›
To control your not-for-profit’s expenses and improve operating efficiency, you need to keep an eye on the numbers. This should come as no surprise. But which measures are important? Which ratios can help you identify how much currently goes toward programming (as opposed to administration), how much you spend on fundraising (compared to funds raised) ... Read More ›
April 18 is the deadline for filing your 2022 tax return. But a couple of other tax deadlines are coming up in April and they’re important for certain taxpayers:
Saturday, April 1 is the last day to begin receiving required minimum distributions (RMDs) from IRAs, 401(k)s and similar workplace plans for taxpayers who turned 72 during ... Read More ›