Budget

Performance Measurement: Funds Available for Temporarily Restricted Net Assets

By | 2018-04-17T10:32:46+00:00 April 3rd, 2018|Budget, Fundraising, Nonprofit, Performance Measurement, Saving, Tips|

  TD&T Assurance Manager, Glen Swanson, CPA provides the first in our Performance Measurement Video Series. This week's episode is on the metric: Funds Available for Temporarily Restricted Net Assets.

4 Steps to Seeking New Revenue Sources

By | 2018-04-17T11:05:04+00:00 April 1st, 2018|Board, Budget, Donation, Fundraising, Gifts, Investment, Nonprofit|

Amanda Lane, Tax Manager at TD&T CPAs and Advisors, P.C., provides an overview of managing sources of revenue. Amanda serves social service organizations, colleges and universities, membership organizations and many others throughout Iowa. Where to start? It’s true, all organizations, no matter the type, have one thing in common: they must manage their sources of [...]

Cash is the Oxygen of the Business – Reasons a Profitable Business Can Fail

By | 2018-04-17T15:34:21+00:00 March 22nd, 2018|Budget, Business Valuation, Saving|

On a hot summer day when I was a child, I opened a lemonade stand in front of my parent’s house. Before I knew it, I had sold my entire inventory of lemonade. My sales mixture consisted of a small portion of cash paying customers driving by, however, a large portion was “credit” sales to [...]

Tax Time with Amie: 2017 Tax Planning Tips with Reform in Mind

By | 2018-02-27T14:20:20+00:00 December 20th, 2017|Budget, Deductions, Donation, Government, Preparation, Saving, TAX, Tax Reform, Tips|

December is in the home stretch, which means crunch time for 2017 year-end planning!  While it’s important to remember that each taxpayer has a unique situation, and therefore no sweeping generalizations are good to make - below are a few items to consider, especially with 2018 tax reform top of mind.  See my previous blog [...]

Tax Time with Amie: Tax Reform Bill

By | 2018-02-27T14:20:38+00:00 December 14th, 2017|Budget, Change, Economy, Government, TAX, Tax Reform|

As you may have heard, Congressional Republicans did reach a deal on a final tax reform bill yesterday.  The House and Senate were to hold a conference committee meeting that included representatives from both sides to work through the differences between the two bills, creating one tax reform bill that would be voted on again [...]

Start Saving Now With College Savings Iowa

By | 2017-07-16T13:48:22+00:00 June 1st, 2017|Budget, Investment, Saving|

Amie Kuntz and Monica Sullivan of TD&T’s Tax Department provide some information on the benefits provided by College Savings Iowa When should you start saving for college?  As you look into the eyes of your newborn baby, thinking about college may be the furthest thing from your mind, which might already seem a bit cloudy [...]

Do You Have The Right Type of Budget For Your Nonprofit?

By | 2017-07-07T15:49:41+00:00 May 4th, 2017|Budget, Goals, Nonprofit, Saving|

Amanda Lane, Tax Manager at TD&T CPAs and Advisors, P.C., provides an overview of budgeting for non-profit organizations in this quarter’s newsletter.  Amanda serves social service organizations, colleges and universities, membership organizations and many others throughout Iowa. Budget Planning Starts with Knowing Yourself and Your Organization More clearly, you need an objective understanding of your [...]