DMJPS e-Blast: December 2024

What Nonprofit Leaders Need to Know About Excise Tax to Avoid Penalties

Nonprofit leaders face great responsibility, especially when understanding the legal and tax requirements involved in managing a tax-exempt organization. Specifically, nonprofit leaders need to understand excise tax related to nonprofits to avoid potential fines, penalties, and other compliance issues.

Upcoming CPE Webinars: REGISTER TODAY! 

Date: 

December 10, 2024

Time: 10 - 11:30 AM

Presented via Zoom

Presenters: R. Milton Howell, III, CPA, CSEP and Rollin J. Groseclose, CPA, CGMA

Year-End Tax Update and Planning Seminar

Agenda: As the year comes to an end, join us for a time of reflection and looking forward as our presenters address relevant tax law changes and recent developments. This live webinar and CPE event is open to friends, colleagues, and industry professionals.

Date: January 28, 2025

Time: 11 AM - 12 PM

Presented via Zoom

Presenters: Laura Hartley, CPA and Lorin Hartley, CPA

Are you Prepared for Your Annual Audit?

Agenda: Join us for a webinar that simplifies audit prep! We'll guide you through key steps and common oversights to make your audit process smoother. You'll leave with a practical pre-audit checklist to ensure a confident and efficient audit.

Date: February 11, 2025

Time: 11 AM - 12 PM

Presented via Zoom

Presenter:

Jennifer Billstrom, CPA

How Organizations Can Leverage Fractional CFO Services

Agenda: Join DMJPS CPAs + Advisors for a live webinar on Fractional CFOs, exploring when businesses need one and how they provide strategic support, from ERP selection to data visualization and career growth. We’ll also cover the industries served and delivery methods.

DMJPS Firm Happenings

DMJPS sponsored the Guilford Nonprofit Consortium’s DMJPS Nonprofit of the Year Award. Congratulations to The Corporation of Guardianship, our 2024 Nonprofit of the Year!

Congratulations to Sara Maddox, DMJPS Business Valuations Senior Manager, for receiving the AICPA Standing Ovation Award! This prestigious honor celebrates Sara’s exceptional contributions in the field of business valuations. 

We were proud to sponsor and attend the 2024 Moore Entrepreneurial Summit—New Horizons! The evening was filled with valuable insights, as well as networking with local resource providers.

Members of the DMJPS tax team attended CPAmerica's 2024 Tax Conference in Puerto Rico! The week was packed with meaningful networking, and collaborative discussions.

The DMJPS Sanford office attending the 2024 Moore Entrepreneurial Summit.

DMJPS' Laura, Stacy and Caren awarding DMJPS Nonprofit of the Year Award. 

2024 Year-End Tax Planning Letters

As 2024 wraps and we enter a new tax season, now is an ideal time for proactive year-end tax planning, insights, and strategies for year-end tax considerations. Like in previous years, noteworthy tax rules and regulations changes require careful review. 

DMJPS CPAs + Advisors has compiled key points and considerations in our latest 2024 Year-End Tax Planning Letters. These are high-level and the information provided is intentionally general. Keep in mind, that everyone's tax situation varies. What suits one person may not be the best fit for another. 

Unlock the potential of strategic tax planning with our 2024 Year-End Tax Planning Letters, offering a comprehensive guide to the critical issues impacting both individuals and businesses.

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