Julianne Schwallie

Julianne Schwallie

What a Massachusetts Charitable Donation Cap Might Mean for Your Nonprofit

By Michael Cecere, CPA, MST & Julianne Schwallie, CPA, MBA Gray, Gray & Gray, LLP The landscape of charitable giving has evolved through various tax policy changes over the years. The current proposal by Massachusetts Governor Maura Healey to cap charitable deductions represents one of the most significant shifts we’ve seen in decades. If implemented, […]

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Checklist to Prepare for a Nonprofit Audit

By Michael Cecere, CPA, MST & Julianne Schwallie, CPA, MBA Gray, Gray & Gray, LLP Nonprofit organizations continue to play a pivotal role in society, tackling diverse challenges and enriching communities through their endeavors. Their financial integrity is crucial to maintaining public trust and ensuring the continued impact of their work. Annual audits serve as

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Best Practices for Transparency in Financial Reporting for Nonprofits

By Michael Cecere, CPA, MST & Julianne Schwallie, CPA, MBA Gray, Gray & Gray, LLP To retain the trust and support of donors and the public, nonprofit organizations must maintain high levels of transparency, particularly in their financial reporting. Transparency helps to build trust and demonstrate that the organization is using its resources responsibly and

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