2021 Tax Season: New Legislation Roundup

As we start off 2022, it’s important to be familiar with the…

401(k) Nondiscrimination Testing: What is it, and how does it apply to your plan?

401(k) plans are meant to give employees the ability to save…

Nonprofit Donations: Common Challenges with Restricted Contributions

When a donor specifies their gift to a nonprofit must be used…

U.S. Department of Education: Three Types of Institutional Monitoring

The U.S. Department of Education (ED) may place an institution…

How to Properly Report Charitable Contributions This Giving Season

It’s that time of year again! As the holidays approach, most…

Audit Updates: 2021 Compliance Supplement

Please note: This blog is current to the date of its publication,…

What Underwriters Look for When Reviewing a Faith-Based Loan Request

At a recent conference hosted by the Dallas Chapter of The Church…

Back to Basics: Nonprofit Composite Score

Please note: This blog is current to the date of its publication,…

Back to Basics: For-Profit Composite Score

Please note: This blog is current to the date of its publication,…

Understanding the U.S. Department of Education’s Composite Score Calculation

Institutions that are seeking to, or are actively participating…