Jonny Rosch, a Partner on PBMares’ Nonprofit team, is speaking at today’s FAR (formerly the Finance & Administration Roundtable) February luncheon about Form 990-T reporting, compliance pitfalls, and guidance on emerging tax issues affecting not-for-profits, such as unrelated business income tax.
Understand the new cybersecurity -related revisions from the Office of Management and how to stay in compliance.
Learn more on how you translate 8(a) status into sustainable, long-term growth. Simply having the certification isn’t enough.
The nonprofit sector continues to evolve as economic conditions, policy changes, and donor behavior shape funding strategies. Charitable giving remains strong, with signs of continued growth for organizations. However, adapting to these shifts will require strategic planning to sustain long-term impact.
Are you a business owner considering an exit in the near future? It’s important to understand how to navigate the ever-changing M&A landscape. This webinar will cover insights and strategies that can maximize value and ensure a smooth transition.
Learn the key elements of the annual review process for maintaining your 8(a) status. Find out what documents to gather, how to keep your personal net worth (PNW), and ownership structure above reproach.
Efficient accounts receivable (AR) processes are critical for real estate businesses to maintain steady cash flow and support long-term growth. With high-value transactions and complex payment schedules, even small inefficiencies can disrupt cash flow and stifle opportunity. Proactively reviewing AR practices can help reduce these risks and streamline operations, enabling businesses to remain competitive in this fast-paced industry.
Learn about several strategies that can help you smartly allocate funds without accidentally bumping your PNW over the 8(a) line.
Nonprofits are increasingly prioritizing fraud prevention to protect their resources and fulfill their mission. In 2025, two key areas require attention: internal fraud by employees and external risks to systems and data. Proactive measures can help organizations address these challenges and maintain financial integrity.
Many small nonprofits face challenges with weak or inadequate internal control systems, often due to limited staffing and financial resources. Without effective safeguards, these organizations are at greater risk of errors, fraud, and financial mismanagement, which can damage their reputation and disrupt operations. Implementing strong controls helps build trust and allows nonprofits to stay focused on their mission.
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