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White Papers

Premium White Papers

Are You Looking for a Competitive Advantage?

April 2, 2014 -

Learn about how a SOC audit can help build trust with your customers and the differences between each report. 

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Endowment Spending Special Situations

February 7, 2014 -

Has your endowment has received a significant gift that has increased the size of the endowment at once? If so, this could significantly impact your calculation methods. 

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KLR Record Retention Guide

January 1, 2014 -

The retention periods are intended to serve as a guideline only and your personal judgment should always prevail.

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Other White Papers and Information

March 31, 2014 - Not-For-Profits Helping Other Organizations “Fiscal Agency”

February 24, 2014 - Planned Giving

February 18, 2014 - Quid Pro Quo Charitable Contributions

November 12, 2013 - Unrelated Business Income

September 3, 2013 - China Briefing—Using China WFOEs in the Service and Manufacturing Industries

September 3, 2013 - India Briefing—Trading With India

July 22, 2013 - Reserves in a Not-for-Profit Organization

June 15, 2013 - Code of Conduct: Conflict of Interest Policy

June 2, 2013 - Not-for-Profit IRS Governance Issues

May 23, 2013 - Endowment Fund Spending Policy and Practice

May 8, 2013 - Forming a Public Charity

March 14, 2013 - Sales Tax and the Not-for-Profit Organization

February 27, 2013 - Corporate Sponsorships

February 7, 2013 - Governor Patrick Proposes New Tax Plan to MTF

February 1, 2013 - Board Meeting Minutes

January 30, 2013 - 2013 International Tax Guide on India

January 14, 2013 - Employee Cell Phones & Reimbursement

January 2, 2013 - Update on: The American taxpayer Relief Act of 2012

December 27, 2012 - International Tax:  China Overview

December 19, 2012 - Political Campaign Activity and Lobbying Activity For a 501(c)(3) Organization

October 29, 2012 - What a digital marketing strategy means for your business

October 16, 2012 - The Edge

October 11, 2012 - Cost Allocation Procedures

July 11, 2012 - The Impact of Private Equity on Job Growth

July 11, 2012 - Public Disclosure of Information by Tax-Exempt Org.

June 15, 2012 - What’s Happening in China?

May 22, 2012 - Endowment Fund Disclosure Requirements

April 24, 2012 - KLR Edge Magazine

March 8, 2012 - Form 1099 Basics

February 14, 2012 - The Debate on Carried Interest