October 12, 2023
Tax partner Mary Antonetti talks risks and rewards of alternative investments for The Nonprofit Times
The Nonprofit Times
By Mary Antonetti, Partner, Tax & Business Services
Excerpt:
The past year has been a roller coaster for the stock market. Managers at many nonprofits invested a portion of the organization’s portfolio in alternative investments attempting to diversify. While this might be a sound investment strategy, these types of investments bring myriad federal, state, and foreign filing obligations.
