Over the past several years, HBE LLP has hosted complimentary roundtable sessions for nonprofit leaders in finance and accounting roles. Based on the success of those events, and our commitment to provide meaningful value to nonprofit organizations, we are excited to announce that we are expanding our sessions to incorporate topics that extend beyond accounting and finance. In addition, our sessions will be led by guest speakers with specialized knowledge of the nonprofit industry. These speakers are individuals that we have come to know and trust, and we are anxious to share their expertise with you!
Session 2: Legacy Giving Programs
Legacy giving, or planned giving, programs are often one of the largest areas of growth for nonprofit organizations. These programs can help diversify assets, while also supporting an organization’s long-term financial health. In this session, hear from special guest Andrew Loudon, estate planning attorney with Ball, Loudon, Ebert, & Brostrom, LLC, who covers the following topics:
- Best practices for building a legacy giving program within your organization
- Donor perspectives on legacy giving
- What legacy giving may look like for donors and nonprofits in the future
Session 1: Planning for Succession in the Midst of Uncertainty
Succession planning is a challenging topic to address, but it is critical for the success of your organization to have this discussion. The current COVID-19 pandemic has reminded us all that leadership changes will happen, whether we have made plans for them or not. Please join special guest trainer, Ingrid Kirst, to learn more about creating a solid plan to make those transitions smoother.
We are pleased to introduce HBE 10 Minute Tuesdays! At this semi-monthly complimentary webinar series, held for 10 minutes at 10:00 AM every-other Tuesday, HBE professionals and guest speakers will provide timely updates, information, and education on topics that are important for the growth and success of your business or nonprofit organization.
Tuesday, August 4, 2020
10:00 AM CDT | 10 Minutes
With guest speaker, Alan Smith of McGuire Sponsel
When acquiring, renovating, or building real estate, most taxpayers tend to overstate the amount of 39-year real property. This limits the depreciation deductions available to taxpayers in the early stages of their investment. A cost segregation solves this problem by reclassifying assets by maximizing the property eligible for treatment as 5-, 7-, or 15-year property. This depreciation optimization frees up substantial tax flow.
Paycheck Protection Program (PPP) Updates
July 21, 2020
The US Small Business Administration (SBA) Paycheck Protection Program (PPP) has provided financial relief to many businesses and organizations who have been negatively impacted by the ongoing COVID-19 pandemic. However, guidance on the program requirements has been been ever-evolving. At this session, HBE Partner, Jimmy Schulz, CPA, CVA, MT, will touch on the latest developments of the PPP, including what we know now about forgiveness requirements and eligibility.
Data Analytics: Unlocking Value and Unveiling Insights
Data analytics can help businesses and nonprofit organizations unlock the true value of their data by unveiling insights that can move them forward. Whether identifying sales/donor patterns or developing visual representations of financial performance, the goal of data analytics is to provide actionable information and guidance to improve productivity, gain efficiencies, and fine-tune a competitive advantage.
At this session, you will hear from Tony Storer, HBE Manager of Data Analytics and ERP Services. With over 25 years of experience in providing customized accounting/financial management system implementation and support services to clients across a variety of industries, Tony will share his insights on how companies can easily leverage their own data to build value and drive growth.
Mark Your Calendar! Upcoming Sessions
August 18 | Tax-Loss Harvesting. A proactive approach for volatile markets.
Christopher M. Bedient, CFA, CFP®
Partner, HBE Wealth Management LLC
September 1 | Business Valuations
Michael R. Kottwitz, CPA, CVA
Registration coming soon!