July 2019

Administrator business man financial inspector and secretary making report calculating balance. Internal Revenue Service checking document
What Plan Sponsors Need to Know About DOL Enforcement and Red Flags

Being selected for a Department of Labor (DOL) audit is not exactly a prize most…

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Five Common Misconceptions about Wealth Management

When it comes to portfolio management, there is no one perfect strategy. Preserving and accumulating…

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Two business people calculate their business in the office.
Changes to Standards for ERISA Employee Benefit Plan Audits

Last week, the AICPA’s Auditing Standards Board (ASB) released new standards (SAS No. 136) regarding…

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Charitable Contribution Deductions Limited with State Tax Credits

On June 13, 2019, the IRS and Treasury Department issued final regulations under Section 170, limiting federal…

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How to Effectively Communicate Cybersecurity Risk to Leadership

Your organization’s leadership (and if applicable, Board of Directors) have a responsibility to protect the…

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Regulations for GILTI and Other International Provisions

On June 14, 2019, the Department of the Treasury and the Internal Revenue Service (collectively,…

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MFA Promotions, July 2019

We are pleased to celebrate the advancement of seven of our colleagues, each of whom…

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