Blog.

Most Recent Posts

VIDEO Q&A for Subscribers: December 2025
Subscribers-Only, Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis Subscribers-Only, Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO Q&A for Subscribers: December 2025

Ben and Mike answer questions from subscribers about documenting Executive Director performance in committee minutes, whether tax-exempt status can be transferred to another organization, addressing audit findings related to handling of restricted funds, how new nonprofits should fill out Form W-9, and whether new nonprofits should file a Form 990 for the first short tax year.

Read More
VIDEO Q&A for Subscribers: October 2025
Subscribers-Only, Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis Subscribers-Only, Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO Q&A for Subscribers: October 2025

Ben and Mike answer questions from subscribers about converting from 501(c)(4) to 501(c)(3) status, communicating the financial condition of an organization with significant restricted funds on the balance sheet, how much unrelated business income tax (UBIT) is too much, and considerations when opening a bank account in a foreign country outside of the United States.

Read More
VIDEO Q&A for Subscribers: April 2025
Videos, Video Q&As, Subscribers-Only A. Michael Gellman (CPA, CGMA) & Benjamin Takis Videos, Video Q&As, Subscribers-Only A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO Q&A for Subscribers: April 2025

Ben and Mike answer questions from subscribers about the potential consequences of having 501(c)(3) tax-exempt status revoked, whether a mid-year amendment to the budget should be made if an organization’s federal grants have been terminated, tax forms and disclosures required when hiring foreign contractors, and what to do when a project must be stopped in the middle of a capital campaign.

Read More