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Episode 37: Mission at Risk—Fraud Lessons for Nonprofits 1200 1200 SAX - Advisory, Audit and Accounting

Episode 37: Mission at Risk—Fraud Lessons for Nonprofits

In this episode of SAX Nonprofit Fundamentals, hosts Adam and April take a candid look at real-world fraud cases that have shaken nonprofit organizations. Through compelling cautionary tales, they unpack what went wrong, how internal controls failed, and what leaders could have done differently. From misplaced trust to weak oversight and breakdowns in governance, this…

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An Extension of Management for Accounting Advisory and Reporting Excellence 1200 1200 SAX - Advisory, Audit and Accounting

An Extension of Management for Accounting Advisory and Reporting Excellence

Complex accounting decisions don’t have to be faced alone. In this case study, Michael Mastruzzo, Real Estate Advisory Partner at SAX, shares how our team worked as an extension of management to help a real estate entity navigate held-for-sale, discontinued operations, and impairment considerations—while staying within budget. Read the case study to learn how SAX…

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The New Tax Law & Charitable Giving: Key Questions and Strategic Considerations for Nonprofits 1200 1200 SAX - Advisory, Audit and Accounting

The New Tax Law & Charitable Giving: Key Questions and Strategic Considerations for Nonprofits

The New Tax Law: What Nonprofits Should Be Thinking About Right Now Tax laws change. Donor behavior changes. Your mission does not. Still, it would be a mistake to ignore how these new rules may influence giving patterns. Below are the questions nonprofit leaders should be asking, along with what the answers might mean for…

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Optimizing Clients Through a Best-in-Class Tech Stack 1200 1200 SAX - Advisory, Audit and Accounting

Optimizing Clients Through a Best-in-Class Tech Stack

Author: Jordan Goldman, Director, Client Accounting Services With our new post covid world, teams are working together from not even all over the country but the world. Selecting the right software stack for your business is one of the most important things you can do for a successful business. Picking the right one will allow…

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Partnering with the Right Experts to Record Complex Transactions Accurately 1200 1200 SAX - Advisory, Audit and Accounting

Partnering with the Right Experts to Record Complex Transactions Accurately

Getting complex real estate transactions right matters. This case study highlights how Michael Mastruzzo, Real Estate Advisory Partner at SAX, and our advisory team worked alongside a REIT to help guide them through the recording of dispositions within their portfolio accurately from settlement statement to general ledger journal entry. Read the case study to learn…

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Episode 36: Building Out Your Finance Team 1200 1200 SAX - Advisory, Audit and Accounting

Episode 36: Building Out Your Finance Team

In this episode of SAX Nonprofit Fundamentals, hosts April and Adam dive into one of the most critical building blocks of a strong nonprofit: your finance team. From early-stage organizations to growing nonprofits, they break down how to thoughtfully build out a finance function that supports transparency, compliance, and long-term sustainability. You’ll learn which roles…

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Sax Welcomes Betsy Morem, CPA & Mark R. Waller, CPA to the Firm 1200 1200 SAX - Advisory, Audit and Accounting

Sax Welcomes Betsy Morem, CPA & Mark R. Waller, CPA to the Firm

We’re excited to share some big news: Morem & Waller, CPAs, a Minneapolis-based accounting firm known for its deep expertise, strong client relationships, and leadership in the cannabis and wellness industries has joined forces with SAX. Founded in 2020 by Mark R. Waller, CPA, and Betsy Morem, CPA, Morem & Waller, CPAs has built a…

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Tax Alert: Component Election for Bonus Depreciation 1200 1200 SAX - Advisory, Audit and Accounting

Tax Alert: Component Election for Bonus Depreciation

Return of Component Election for Bonus Depreciation Creates  Significant Tax Savings for Self-Constructed Projects Taxpayers who started construction on any project prior to the 100% Bonus Depreciation change on January 20, 2025, may be left with 40% Bonus Depreciation, unless a new election is filed. On January 14, 2026, IRS issued Notice 2026-11 providing interim…

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