For this episode, I'm delighted to have as my guest Tracy Hom, a certified public accountant with the firm Realize CPA. Tracy will address frequently asked questions from private foundation directors ...

In my experience, not much. Few consultants with accounting firms understand the importance of public relations, let alone storytelling. They’re generally numbers people, and there’s nothing wrong ...

Most tax-exempt nonprofits must file a 990 form with the Internal Revenue Service every year, typically in mid-May. The 990 is purely informational. Nonprofits commit to serve an “approved purpose” – ...