Raffa Resources
Raffa Resources
Raffa Resources

News & Resources resource center​​​d​​​​​​​​​​​​​

Resource Topics

  • Audit

    EBP Audit Resource Center

    ​The Raffa Employee Benefit Plan Practice Group is dedicated to maintaining its expertise and knowledge in audit & accounting standards, regulatory matters and other industry updates.

    Questions Asked After Audit Completion

    ​​As a resource to help with your next audit, Raffa has prepared this series of questions that an Audit Committee might ask of an external auditor, internal auditor or the organization's management after the completion of an audit.

    Questions Asked During an Audit Planning Meeting

    As a resource to help plan for your upcoming audit, Raffa has prepared this series of questions that an Audit Committee might ask of an external auditor, internal auditor or the organization's management during an audit planning meeting.

    Levels of Service - Audit

    ​Auditing is a systematic process of objectively obtaining and evaluating evidence regarding assertions about economic actions and events to ascertain the degree of correspondence between those assertions and established criteria and communicating the results to interested users.

    Sample RFP for Audit Services

    ​Need to hire an audit or tax firm? Not sure what to include in the Request for Proposals (RFP) for the work? This sample RFP​ should help.
  • Employment Benefit Plans

    ACA Compliance Bulletin

    ​On May 4, 2017, members of the U.S. House of Representatives voted along party lines to pass an amended version of the American Health Care Act - proposed legislation to repeal and replace the ACA. The AHCA will now move on to be considered by the Senate. This ACA Compliance Bulletin provides an overview of the proposed legislation and its potential impact going forward.

    403(b) Plan ResourceCenter

    ​Section 403(b) of the Internal Revenue Code has been in place since 1958.  On July 26, 2007 the Department of Labor issued final regulations, effective for tax years beginning after December 31, 2008, that made significant changes to the regulations governing section 403(b) plans.

    EBP Audit Resource Center

    ​The Raffa Employee Benefit Plan Practice Group is dedicated to maintaining its expertise and knowledge in audit & accounting standards, regulatory matters and other industry updates.

  • Investment Advisory

    Peer Benchmarking of InvestmentsWebinar (Video)

    Dennis Gogarty presented a Peer Benchmarking of Investments webinar on the Study on Nonprofit Investments (SONI) survey for GWSCPA in March 2016.​
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    RWM Disclosure Brochure (Form ADV Part 2A)

    ​​Download RWM's Disclosure Form. This brochure provides information about the qualifications and business practices of Raffa Wealth Management, LLC. (Updated March 2017)​​
  • Search & Succession

    Nonprofit Leadership Transitions and Organizational Sustainability | Recorded Webinar

    An Updated Approach that Changes the Landscape
    ​Hosted by Nonprofit Quartly featuring Jeanne Bell of CompassPoint and Tom Adams of Raffa, P.C.

    Finance Resume Best Practices: A Checklist

    Prior to submitting your resume, please review these Finance Resume Best Practices to ensure the important information on your resume is readily accessible to the reader.​​

    Daring to Lead Actions

    ​In a 2011 article in The Chronicle of Philanthropy, "Nonprofits Should Take Steps Now to Guarantee Leadership for the Future," Tom Adams highlights a disconnect between a widely held belief that there’s a link between leadership and organizational effectiveness, and the nonprofit sector’s support for leadership development and succession.

    Essential Shifts for a Thriving Nonprofit Sector

    ​This report profiles New England’s nonprofits and their leaders and recommends three shifts in that will help the sector become more sustainable and healthy.

    Webinar Series on Executive Transitions: Critical Guidance for Boards and Executives

    ​​Produced by Nonprofit Quarterly, BoardSource and Raffa, P.C.
  • Tax

    K-1 Codes and Instructions

    ​As referenced in our Partner, S-corporation shareholder and Beneficiary cover letters, these links will take you directly to the IRS web site containing the Schedule K-1 forms, Schedule K-1 codes and detailed instructions for reporting the income shown on your K-1 from each type of pass-through entity.
  • Technology

    Managing Key Systems In The Cloud

    ​Companies and organizations are discovering some of the benefits of cloud-based services, such as Google Apps, Salesforce, and Dropbox. Raffa is seeing a significant increase in the demand for Cloud solutions that meet our clients' needs.

    Intacct's Cloud Solutions

    ​Reduce your manual effort, improve reporting, increase productivity, provide better visibility to your financials, and substantially protect the security of your ERP system when you move to this best of breed Cloud solution.

    Microsoft Dynamics GP

    ​For more than 25 years, Microsoft Dynamics GP has delivered the functionality, performance, and ease of use that power diverse businesses around the world. From financials and human resource management to manufacturing and operations, Microsoft Dynamics GP brings people and systems together to help you run your business more efficiently.

    Microsoft Dynamics SL

    Utilize tools from Microsoft that allow you to take the everyday operational activity tasks you perform in day-to-day project management and turn them into the catalyst used to drive Financial tracking and Decision Making information.

    How Raffa and Microsoft Dynamics SL Supports Government Contract

    ​​As government contractors strive to integrate data and simplify processes, they need flexibility, visibility and scalability.  In fact, the need for integration with other systems has never been more important. 

    Microsoft Dynamics SL Statement of Direction

    ​This document includes an overview, brief history and strategic direction of Microsoft Dynamics SL, as well as more detailed information about the next release.

    Microsoft Dynamics GP Statement of Direction

    ​This document includes an overview, brief history and strategic direction of Microsoft Dynamics GP, as well as more detailed information about the next release.

    Microsoft Dynamics SL for Government Contractors

    ​Microsoft Dynamics SL is a project focused enterprise resource planning (ERP) solution with a wide variety of uses from government contracting to construction and from professional services to project manufacturing.