Add audit requirements to the list and you may feel like there’s no way you can keep everything straight. As a nonprofit organization, it’s a good idea to prepare your financial statements and documents for any 501c3 audit requirements that may arise. And when you need an independent audit, consider partnering with Assurance Dimensions. Some…
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This transfer of assets through a trust is typically faster, cheaper, and private. They might receive income from the trust during their lives or inherit the assets after the settlor’s death. The person who creates the trust is known as the settlor, grantor, or trustor. It’s important to have a plan in place for such…