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Harrison and Joan were working on their income tax return and suddenly Harrison remembered free” ticket vouchers that he and Joan had received as compensation for giving up their airline seats on one of their trips. He had not been notified...
“The Tax-exempt Status of AARP” is a descriptive case study. It covers the aftermath of the issuance of Behind the Veil: The AARP America Doesn’t Know, a 40-page Investigative Report released by Wally Herger (Representative, California) and...
Whispering Pines is a not-for-profit retirement home, established in 1927, that never made the transition to a modern nursing home model and now faces occupancy, management, and Board problems. The Board has dwindled to 4 members, none of whom...
John Stuve was a professor who had recently moved to Charlotte, North Carolina. John met Steve Finley at a church social event. Steve asked John if he would be interested in doing a firm valuation for the family business, Currency Machines...
Idaho State University (ISU) Credit Union went into 2008 strongly capitalized and financially sound. Retail credit unions such as ISU Credit Union are typically conservatively managed financial institutions that rarely take on excessive risk,...